Support Center

Employee Settings and Permissions 3

• CRM: Settings Employee Permissions
• CRM Teams: Creating and Assigning Employees
• CRM Settings Bubble

CRM Function Overview 5

• CRM Icons
• Creating a New Task for Contact in the CRM tab
• How to View Task Under A Client's CRM Record
• Task Completion Flow
• Rebooking & Quote Reminders

CRM tab functions 17

• How To Look Up An Existing Client, Company or Prospect
• How To Create A New Contact
• Contact List Icon
• Contact Search Icon
• Groups found in your CRM Tab

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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

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