How to Affiliate Organizations to a Contact in Gridlex Zip?

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

This video will guide you through the process of affiliating an organization to contact. in Gridlex Zip CRM. Affiliating organization to contact allows you to group and categorize them, making it easier to manage and keep track of all interactions with that company. It enables you to track and analyze all communication with a company, helping you to understand the relationship better and make informed decisions.

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.