How Can Users Map Organizations to Unit in Gridlex Zip?

Published | Aug. 22, 2023, 2:18 p.m.

This video will guide you through the process of mapping organizations to unit in Gridlex Zip. Many organizations use CRM to manage customer relationships and track customer data. But without mapping organizations to units, it can be difficult to accurately capture and report on customer interactions. Mapping organizations to units in CRM helps to ensure that customer data is tracked accurately. It allows organizations to segment customers into different categories, making it easier to identify trends or areas that need improvement. 

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.