Overview of how to import CRM records into ESP+ from a file on your computer.

Learn how to add a new company record in CRM.

Learn how to add a supplier note to CRM in ESP+.

Learn how to edit the company and brand information, addresses, contact information, financial details, order defaults, and linked companies,

Learn about the types of companies in the CRM

Learn how to use the Artwork, Decorations, and templates tabs in the ESP+ CRM

Organize tasks and appointments with the Calendar.

The Product History tab contains important customer data regarding products for the company or customer.

ESP+ can be integrated with QuickBooks Online to link customers, suppliers, and decorators.