ZipperAgent CRM

Upgrade

• Self Subscription Guide

Lead Management

• Auto Lead Follow Up: Rules
• How to Use Z-Drive
• Lead Capture
• Lead Notifications
• Lead Reassignment
• Lead Sources

Contacts

• Lead Routing
• Contact Details Page
• How to Export Contacts
• Assignment vs. Ownership
• Connecting Activities to Contacts
• Connecting Information to Contacts

See all 12 articles

Opportunities & Pipeline Management

• HOW TO CREATE DEALS
• Buyer Opportunities
• Listings for Sale Opportunities
• Rental Opportunities

Communication Management

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

Campaigns

• SMS/Text Best Practice
• Email Campaign Builder
• Newsletters
• Property Alerts
• SMS Campaigns for bulk texting

Workflow

• How to Create a Workflow

Integrations

• How to integrate your Social Media accounts into your ZipperAgent CRM!
• Zapier Integration Guide
• ZA - ZHQ Integration Guide
• How to sync Gmail Calendar with ZipperAgent
• How to integrate your Office 365 or Outlook email into ZipperAgent

Mobile App

• Dashboard
• Download the Mobile App
• Notification Set Up