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CRM Tab
CRM Function Overview
6
Understanding CRM Icons in CaterZen
Creating a New Task for Contact in the CRM tab
How to View Task Under A Client's CRM Record
Task Completion & Follow-Up Notes: A Step-by-Step Guide
Rebooking & Quote Reminders
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CRM Tab Functions
15
How to Manage and Search Customer Records in the CRM
How To Import Your Database to CaterZen
Recently Imported and Deleted Contacts Icon
Merge Contacts Icon
How Do I Make A Company Tax Exempt
View all 15
Gmail In The CRM
6
How To Connect The Admin Of The Account To Gmail
Add Employees to Google Calendar and Gmail
How To Sync Your CaterZen Calendar To Your Google Calendar
How to Send An Email Through The CRM Tab In CaterZen
To View A Reply From A Customer By Email In Your CRM Tab
View all 6