ZipperAgent CRM

Lead Management

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

Contacts

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

See all 10 articles

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

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

Workflow

• How to Create a Workflow

Integrations

• How to sync Gmail Calendar with ZipperAgent

Mobile App

• Dashboard
• Download the Mobile App
• Notification Set Up