These are KB Community Articles to help users better understand the "Company >> Settings" Module within the Zipi platform.
Before importing your products/services, please ensure you have the relevant ledger accounts created in Zip...
This features lets you upload a csv file with your Profiles from your computer. The Profiles from this file...
Contacts Import Process
In this article, we will learn how to upload contact lists using the import option in Zipi. Introduction Z...
The Rules section in Zipi has been updated to add new features. You now have the option to create Templates...
Auto-tags allow you to tag certain deals based on specific conditions, e.g. states, communities, etc. Note:...