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CRM2 articles

CRM

Guides for contacts, pipelines, profiles, and relationship tracking inside Zappilo.

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2 total
Import Contacts from a CSV FilePrepare, validate, and import contacts while keeping phone numbers normalized and invalid rows visible for correction. 7 min readManage Opportunities and Pipeline RecordsCreate, assign, and maintain opportunities generated manually, from Website Channel leads, or through Zappilo AI. 6 min read
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Getting Started3 articlesAI Workforce2 articlesShared Inbox2 articlesAutomation2 articlesIntegrations2 articlesTeams & Users2 articles