How to Create New Schedule Template and Add a Schedule to it?

Published | Aug. 22, 2023, 2:12 p.m.

In this video, you will learn how to create a new schedule template and add a schedule to it using Gridlex Zip CRM. We'll start by showing you how to access the scheduling module, create a new template, and customize it according to your needs. Then, we'll show you how to add a schedule to the template and make any necessary changes to it.

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.