How to Create Profiles in Gridlex Zip?
Published | Aug. 22, 2023, 1:45 p.m.
In this video, you will learn how to create profiles in Gridlex Zip CRM. Gridlex Zip CRM is a powerful tool for managing customer relationships, and creating profiles is the first step to getting started. This video will walk you through the process of creating profiles, including how to enter basic information, such as name and contact details, and how to assign custom fields to help you categorize and track important information. You'll also learn how to manage your profiles, including how to update and delete them, and how to sort and filter them to find the information you need quickly and easily.