How to Affiliate Contacts to an Organization in Gridlex Zip?
Published | Aug. 22, 2023, 2:14 p.m.
In this video, we'll be showing you how to affiliate contacts to an organization in Gridlex Zip CRM. Affiliating contacts to an organization is a crucial step in managing your customer relationships effectively. By doing so, you'll have a clear view of the contacts that belong to a particular organization and their interactions with your business.
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.