Import & Export Data

  • Import Products/Services

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

  • How to Import Profiles

    This features lets you upload a csv file with your Profiles from your computer. The Profiles from this file...

  • How to Import Contacts

    In this article, we will learn how to upload contact lists using the import option in Zipi.  Introduction Z...

Groups

Divisions

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...

Settings

  • Company Settings - Tags

    In this article, we will look at the following: The Tags page Adding Tags Editing Tags Deleting Tags Tags ...

Roles

Automation

  • How to Use Auto-tags

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