Contacts

  • Contacts

    Contacts within Zipi are where you can store information about people involved in your deals or financial...

  • Commission Calculation Modifiers

    Commission calculation modifiers help to establish the starting point for agents. They can help you add dat...

  • Merge Contacts

    Merge contacts is a great way to manage your Zipi data. It allows you to combine information that appears t...

  • Limited Contacts

    Limited contacts is a situation where the agent is not allowed to see all the Contacts in their organizatio...

  • Custom Attributes

    Setting up custom attributes allows you to pull them directly for a Contact instead of specifying them ever...

  • How to Add Payment Details to a Contact

    Adding payment methods to a contact allows you to automatically charge a contact’s payment details when an ...

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