Support Center

CRM Tab Overview 4

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

CRM Functions 9

• CRM – Icon Reference Guide
• CRM Customer Records - Add, Edit and Search Contacts
• CRM Data Management – Import, Merge, and Delete Contacts
• CRM Financials – Managing Stored Credit Cards & Tax‑Exempt Status
• CRM - Uploading Documents to a Customer Record

View all 9

CRM/Gmail/Google Calendar Integration 2

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