Section about Contacts within the Zipi Platform.
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 is a great way to manage your Zipi data. It allows you to combine information that appears t...
Limited contacts is a situation where the agent is not allowed to see all the Contacts in their organizatio...
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 ...