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Getting Started3 articlesAI Workforce2 articlesShared Inbox2 articlesCRM2 articlesAutomation2 articlesIntegrations2 articlesTeams & Users2 articlesSecurity2 articlesBilling2 articlesProduct Updates2 articles

Knowledge base

CRM

2 articles

See Zappilo in action
CRMhow to

Import Contacts from a CSV File

Prepare, validate, and import contacts while keeping phone numbers normalized and invalid rows visible for correction.

7 min readRead article
CRMguide

Manage Opportunities and Pipeline Records

Create, assign, and maintain opportunities generated manually, from Website Channel leads, or through Zappilo AI.

6 min readRead article