Support Center

CRM Function Overview 6

• Understanding CRM Icons in CaterZen
• Creating a New Task for Contact in the CRM tab
• How to View Task Under A Client's CRM Record
• Task Completion & Follow-Up Notes: A Step-by-Step Guide
• Rebooking & Quote Reminders

View all 6

CRM Tab Functions 15

• How to Manage and Search Customer Records in the CRM
• How To Import Your Database to CaterZen
• Recently Imported and Deleted Contacts Icon
• Merge Contacts Icon
• How Do I Make A Company Tax Exempt

View all 15

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

View all 6