How Can Users Map Schedule Templates to Unit?

Published | Aug. 22, 2023, 2:20 p.m.

This video will guide you through the process of mapping schedule templates to unit in Gridlex Zip. Mapping schedule templates to units in a CRM system is an important step in making sure that your employees are working efficiently and effectively. With this process, you can easily define recurring tasks and activities to be completed on a regular basis, as well as assigning them to the appropriate personnel. Not only does this allow for better organization and tracking of progress, but it also helps save time and money by eliminating the need to manually create and assign tasks. In this video, we'll discuss why mapping schedule templates to units in your CRM system is so important, and how it can help your business succeed.

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.