The CRM allows admin users, sales reps, or customer support to add important notes to customer accounts easily. You can also tag specific Locations or Contacts on the Account for better organization. Notes can be easily edited, shared, or tagged with all changes tracked and recorded in the Account’s activity log for full transparency.
Zoey Updates
Thank You, Coffee Fest NYC 2025!
We just wrapped up an incredible few days at Coffee Fest NYC at the Javits Center, and we wanted to
March 25, 2025
