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CRM Tab Overview 4

• CRM Icons - Quick-Reference Guide
• CRM Task Management - The Ultimate Guide
• CRM - Notes List: Maximizing Efficiency
• CRM - Understanding Highlighted Notes

CRM Record Functions 9

• CRM Customer Records - Add, Edit and Search Contacts
• CRM Data Management – Import, Merge, and Delete Contacts
• CRM - How Do I Make A Company Tax Exempt
• How Do I Look Up Orders Associated With A Specific Delivery Address
• How To Give Customer's Permission To View A Permission Based Menu

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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

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