ZipperAgent CRM

Lead Management

• Auto Lead Follow Up: Rules
• Lead Capture
• Lead Notifications
• Lead Reassignment
• Lead Routing
• Lead Sources

Contacts

• Assignment vs. Ownership
• Connecting Activities to Contacts
• Connecting Information to Contacts
• Contact List Page
• Creating an Advanced Filter
• Customizing Contact Types

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Opportunities & Pipeline Management

• Buyer Opportunities
• Listings for Sale Opportunities
• Rental Opportunities

Communication Management

• How to create target lists to your Mailchimp account
• Calendar
• Emails
• Integrating Office365
• Lead Forwarding Set Up With Gmail
• Why Integrate Your Email with ZipperAgent?

Campaigns

• Drip Campaigns
• Email Campaign Builder
• Newsletters
• Property Alerts
• SMS Campaigns for bulk texting

Workflow

• How to Create a Workflow

Mobile App

• Dashboard
• Download the Mobile App
• Notification Set Up