Import & Export Data

  • Import Products/Services

    Before importing your products/services, please ensure you have the relevant ledger accounts created in Zip...

  • Import Profiles

    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...

Groups

  • Managing Groups

    In this article we will cover the following: Groups Page Creating Groups Adding Users to Groups Removing U...

  • How to create Groups

      Groups is a way of organizing your users (from Profiles module) to be applied in various other functions ...

Divisions

  • Managing Divisions

    In this article, we will cover the following: Divisions Page Creating Divisions Adding Users to Division R...

  • How to create a Division

      In the left navigation menu, go to Company > Directory > Divisions This takes you to the Divisions page ...

Profiles

  • Profile Statuses

    Viewing profile status In the left navigation menu, go to Company >> Directory >> Profiles You can see the...

  • Creating and Editing Profiles

    The Profiles Page In this section we will look at the different options on the Profiles page This lets y...

Rules

  • Rules Module

    The Rules section in Zipi has been updated to add new features. You now have the option to create Templates...

Automation

  • Auto-tags

    Auto-tags allow you to tag certain deals based on specific conditions, e.g. states, communities, etc. Note:...