How to Map Profiles to Organizations?
Published | Aug. 22, 2023, 2 p.m.
Gridlex Zip is a comprehensive customer relationship management software that helps you manage your sales and customer interactions effectively. With the mapping feature, you can link individual profiles to their respective organizations, giving you a clear overview of your customers and their businesses. In this video, we'll take you through a step-by-step process of mapping profiles to organizations in Gridlex Zip CRM. We'll show you how to create new organizations, add profiles to them, and edit existing mappings. We'll also show you how to view and manage the organizations and their profiles from the CRM dashboard.
If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.