FAQ

Getting Started

• I am an Admin. How Do I Get Started?
• I am an Agent. How Do I Get Started?
• How Do I Import My Contacts
• How Do I Integrate Office365 with ZipperAgent?
• How Do I Log In?
• How Do I Reset My Password?

Onboarding

• Do I Get Training?
• Where Do I Begin Onboarding?

CRM

• Distinguishing Between Contacts vs. Opportunities
• How Can I Segment My Contacts?
• How Do I Add a New Contact?
• How Do I Create/Delete Users?
• How Do I Import My Contacts?
• How Do I Integrate Office365 with ZipperAgent?

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