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  1. ZipperAgent
  2. Getting Started
  3. Setting up your ZipperAgent CRM

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
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