How Can Users Map Contacts to Unit in Gridlex Zip?

Published | Aug. 22, 2023, 2:17 p.m.


This video will guide you through the process of mapping contacts to unit in Gridlex Zip. Mapping contacts to units in your CRM is an important part of customer relationship management. It allows you to organize your contacts into different categories or units, making it easier to manage and access them. By mapping contacts to units, you can quickly view which contacts belong to which unit, and easily identify trends and patterns. Additionally, mapping contacts to units help you to segment your contacts and target them with more personalized and relevant content. This can lead to improved customer retention and engagement.




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.