Setting up your ZipperAgent CRM
- Basic training video...let's get started!
- Setting Up a Profile
- Importing Your Contacts
- Segmenting Your Contacts
- How to integrate Twilio for SMS and Dialer
- How to integrate your Gmail email into ZipperAgent
- Integrate Yahoo email into ZipperAgent
- How to integrate your Office 365 or Outlook email into ZipperAgent
- Create a New User in ZipperAgent
- Delete a User from ZipperAgent
- Lead Integration for Office 365
- Lead Routing
- Setting Up Your Company Details Page (Owner Account Only)
- Email Campaign Templates
- Creating a New Email Template
- Drip Campaigns