Limited contacts is a situation where the agent is not allowed to see all the Contacts in their organization. They will only see Contacts they created themselves, that have been shared with them, or delegated contacts. The ability to only view ...
How to Import Contacts
In this article, we will learn how to upload contact lists using the import option in Zipi. Introduction Zipi allows users to import contact lists the easiest way possible. This will include Customers, Vendors, and outside/cooperating Agents. This ...
How to Create, View & Edit Contacts
Contacts within Zipi are where you can store information about people involved in your deals or financial transactions. Tip: Take a moment each month keep your contacts up to date so that all transactions are processed smoothly in Zipi. In this ...
How to Add Payment Details to Contacts for Brokers
In the left navigation menu, go to Contacts This takes you to the Contacts page Edit the Contact you want to add the payment details for and navigate to the Payment Methods tab. Receive Money from Contact If you want to charge the Contact, click Add ...
How to Change a User's Email Address
The email address the important part of an account. This can be used for your Profile and login credentials and it can also be used for linking/syncing other applications in order to ease the process of getting the information from platform to the ...