The first step to getting SimpleChurch CRM setup for your organization is to create your groups. These could be classes, choirs, committees, services, outreach teams, etc.

  1. Navigate to the Groups page – This page will list your existing groups.
  2. Click the “Add Group” tab at the top.
  3. Give the group a name and click “Submit”.
  4. Repeat the above for all of your groups or organizational units.