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CRM Tab Overview 3

• CRM Essentials for CaterZen Users
• CRM Task Management - The Ultimate Guide
• CRM - Notes List: Maximizing Efficiency

CRM Functions 10

• CRM: Icon Reference Guide
• CRM: Customer Records - Add, Edit and Search Contacts
• CRM: Data Management – Import, Merge, and Delete Contacts
• CRM: Request and Manage a Customer’s Stored Credit Cards
• Manage a Customer or Company’s Tax-Exempt Status

View all 10

CRM/Gmail/Google Calendar Integration 2

• CRM - How to Set Up Google Integration
• CRM - Send and Track Emails in the CRM Tab

CRM Sales Pro 4

• Getting Started with CRM Sales Pro
• Connecting Twilio for CRM Sales Pro
• Managing Calls, Tasks, and Reports in CRM Sales Pro
• Create and Use Marketing Lists in CRM Sales Pro