There are three areas where a lead can be created. The lead can be created from t...

Contacts can be added through the contacts tab, when creating a lead or when crea...

Accounts can be create through the accounts tab, when creating a lead, or when cr...

Let's get started building out our CRM for Sales & Catering by uploading a sn...

Keeping track of your property's bookable event spaces and room availability is s...

You can easily add or remove field configurations for your leads and bookings. Pl...

Every property and event planner has a sales budget. Keeping track of your monthl...

Generate a report in 5 simple steps: Press on the Reports Tab on the left panel S...

You can quickly and clearly view all of the available date and time slots for gue...

Click here to go to our Sales and Catering Video Library!...