SECURE ACCESS
Welcome back
Sign in to manage client communication and Zoom messaging.
CLIENT MANAGEMENT SYSTEM
Client Inbox
Connected Zoom accounts
Add team members in Team & Zoom, save their sender mapping, then connect each Zoom account one by one.
Permanent communication record
Incoming and outgoing Zoom messages are copied into this local system and remain searchable by client and account.
STEP 1
Add portal user
Saddam Khan is the owner. Add Asad Javed, Norman, Billing, or another authorized user here. All new users receive full portal access.
STEP 2
Save Zoom sender mapping
Enter the identifiers for a team member's Zoom Phone account. Saddam Khan does not need a mapping because he has no Zoom number.
Team accounts
After a mapping is saved, use Connect Zoom while signed into that person's Zoom account.
Saved records
| Customer number | Sales user | Message / contact | Status | Time | Reason / Zoom ID |
|---|
Sender / Zoom number shows the latest recorded blocking source. Blocking applies globally to every connected sender.
| Customer | Sales user / Zoom number | Recorded by | Status | Reason | Source | Opted out | Sheet sync |
|---|
Select a client
Choose a conversation to see the complete incoming and outgoing Zoom history.