How to Map Profiles to Contacts?

Published | Aug. 22, 2023, 1:39 p.m.

In this video, we will be showing you how to map profiles to contacts in Gridlex Zip CRM. Gridlex Zip CRM is a powerful tool for managing customer relationships and keeping track of important information. With the ability to map profiles to contacts, you can quickly and easily connect related profiles to a single contact, making it easier to manage and track interactions. In this video, we will walk you through the process of setting up your profiles, mapping them to your contacts, and utilizing the tool to its fullest potential. 

If you need any help with any feature, data migration of your old data, or anything at all, just email 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.