Support Center

This article will go over the icons that are found under a clients name in the CRM tab.  The icons found in the CRM client's record are:  Stats, Notes, ...

In this article we will go over how to create a new task for a client in your CRM tab.  Task can be Emails, Calls or To-dos. Here is a video of how to c...

In this article we will go over how to view task that have been assigned to a client in the CRM tab. Here is a video on how to view task that have been ...

In this article we will go over how to complete a task that you have created for a client in your CRM tab.  Task can be Emails, Calls or To-dos. Here is...

In this article we will go over the Reminders for Rebooking a Catering Event and Quotes.   Both of the reminders will appear on your calendars as task for a...