How to Create, Add and Map an Activity Template to an Organization?

Published | Aug. 22, 2023, 2:10 p.m.

Are you looking to streamline processes in your business? In this video, we'll show you how to create, add, and map an activity template to an organization in Gridlex Zip CRM. We'll start by creating an activity template. We'll then add the activity template to the organization, and finally, we'll map the activity template to the organization so that it is applied to all users in the organization. With these steps, you'll be able to quickly and easily create and apply activity templates in Gridlex Zip CRM.

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.