CRM Function Overview

CRM Icons
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, ...
Tue, Sep 3, 2024 at 2:19 PM
Creating a New Task for Contact in the CRM tab
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...
Fri, Aug 30, 2024 at 3:31 PM
How to View Task Under A Client's CRM Record
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 ...
Fri, Aug 30, 2024 at 3:32 PM
Task Completion Flow
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...
Fri, Aug 30, 2024 at 3:28 PM
Rebooking & Quote Reminders
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...
Fri, Aug 30, 2024 at 3:53 PM