Articles
How to Map Profiles to Organizations?
Gridlex Zip is a comprehensive customer relationship management software that helps you manage your sales and customer interactions effectively. With the mapping feature, you can link individual profiles to their respective organizations, giving you a clear overview of your customers and their businesses. In this video, we'll take you through a step-by-step process of mapping profiles to organizations in Gridlex Zip CRM. We'll show you how to create new organizations, add profiles to them, and edit existing mappings. We'll also show you how to view and manage the organizations and their profiles from the CRM dashboard. 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.
Published | Aug. 22, 2023, 2 p.m.
How to Add Organizations in Gridlex Zip?
In this video tutorial, we will show you how to add organizations in Gridlex Zip. Gridlex Zip is a popular platform for organizing your project and workflow, and it's important to understand how to add organizations so that you can properly manage your projects. This tutorial will guide you step-by-step through the process of creating an organization in Gridlex Zip. 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.
Published | Aug. 22, 2023, 1:57 p.m.
How to Organize and Sort Labels in Gridlex Zip?
Sorting labels in a helpdesk system are crucial for maintaining an organized and efficient workflow. It allows users to quickly and easily find and manage information, reducing confusion and errors. Properly sorted labels also improve the overall user experience, making the information more accessible and easier to navigate. By sorting labels, you can streamline workflows, enhance productivity, and ensure everyone is on the same page. We'll demonstrate how to organize and sort labels in Gridlex Zip in this video. 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.
Published | Aug. 23, 2023, 7:02 a.m.
How can Users Utilize Email Templates in Gridlex Zip?
Email templates in a helpdesk system allow users to respond quickly to common customer inquiries and requests through pre-written, standardized responses. This saves time and ensures consistent communication with customers. Users can customize and personalize email templates to meet the specific needs of their support operations and can easily access and use the templates directly from their email inboxes. By utilizing email templates, users can improve the speed and quality of their responses, leading to a better customer experience. In this video, we'll illustrate how users can use email templates in Gridlex Zip. 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.
Published | Aug. 23, 2023, 6:55 a.m.
How to Manage Ticket Templates and Workflows in Gridlex Zip?
Managing ticket templates in a helpdesk system streamlines support by providing custom field options according the requirements. It helps in collecting the required information in order to solve a ticket. This leads to improved speed and quality of responses, resulting in a better user experience. This video will show you how to manage ticket templates in Gridlex Zip. 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.
Published | Aug. 23, 2023, 7:12 a.m.
How to Prioritize Tickets in Gridlex Zip?
Prioritizing tickets in the helpdesk service address the most pressing and critical issues first, reducing downtime and improving customer satisfaction. It balances the support team's workload, improves response times, and ensures efficient resolution of tickets. Transparency and accountability are improved by providing clarity on prioritization. All tickets are addressed efficiently, avoiding missed or overlooked tickets. In Gridlex Zip, we have custom priorities. Customer is able to make /create their own priorities based on their requirements. This leads to effective and efficient support processes, enhancing customer satisfaction and overall productivity. How to Prioritize Tickets in Gridlex Zip is demonstrated in the video. 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.
Published | Aug. 23, 2023, 7:15 a.m.
How to Create Sites in Gridlex Zip?
Creating a site within a helpdesk system is important for improving customer satisfaction and providing efficient customer support. The site can showcase information about products and services and provide support resources, reducing the need for support teams to handle routine inquiries. This leads to improved communication and better customer experience. Organizations can provide better support and effectively manage customer inquiries by having a site. This video will show you how to create sites in Gridlex Zip. 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.
Published | Aug. 23, 2023, 7:25 a.m.
How to Create Custom Profiles with Existing Custom Fields in Gridlex App Suite?
This step-by-step guide will walk you through the process of creating custom profiles with existing custom fields in Gridlex App Suite. Step 1: Log in to Gridlex App Suite and click on "Zip CRM Settings" located under the Enterprise Admin. Step 2: Under the "Profiles" section, click on the "Profiles" option. Step 3: After accessing the "Profiles" section, a new page will appear. On this page, look for the "Create Section" option in the top menu bar and click on it. Step 4: In the newly created section, find and click on the "Add Custom Field" option. Fill in the required details for your custom field. Once you have configured the custom field to your liking, click on the "Submit" button to save it. Step 5: After clicking "Submit," your custom field will be added to the list of fields within the section you created. You can review and manage all your custom fields from this page. Step 6: To utilize the custom field, you need to map it to the appropriate profiles, such as Organizations or Contacts. Navigate to the "Create Profile" section. Select the relevant profile you want to map the custom field to. Allow the profile to access the custom field by selecting it from the available field options. Once you are satisfied with the profile settings, click on the "Submit" button to save the changes. Note: If you want to use this profile for newly imported or created contacts, please choose "Auto Select this profile while adding new Organization or Contact". However, if you only want to add historical contacts that already exist in the system, please choose "Show and Map this profile to ALL Historical organizations or contacts". You can select both options according to your needs. You have successfully created custom profiles with existing custom fields in Gridlex App Suite.
Published | Aug. 23, 2023, 8:36 a.m.
How to Create New Opportunity Template and Add Opportunity to it?
This video will show you how to create a new opportunity template and add opportunity to it in Gridlex Zip CRM. With Gridlex Zip CRM, you can easily create templates for different opportunities, allowing you to quickly and easily create, customize, and track opportunities. In this video we will walk you through the steps of creating a new opportunity template, adding an opportunity to it, and then tracking the progress of the opportunity. We will also demonstrate how to customize the opportunity template to better suit your needs. 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.
Published | Aug. 22, 2023, 2:02 p.m.
How Can Users Map Organizations to Entity?
This video will explain how to map organizations into an entity in Gridlex Zip. Mapping organizations to entities in a CRM is important because it allows businesses to better identify and target their customers and prospects. By creating a mapping of organizations to entities, businesses can better understand the relationships between their customers and prospects, and gain insights into their buying behavior. This makes it easier to create targeted campaigns and offers that are tailored to their needs and desires. Additionally, mapping organizations to entities in a CRM system can help businesses ensure that their customer data is accurate, up-to-date, and organized in a way that is easily actionable. 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.
Published | Aug. 23, 2023, 6:52 a.m.
How to Configure Permissions in Gridlex Zip?
Configuring permissions in a helpdesk is important because it ensures that sensitive information and data is kept secure and only accessible by authorized personnel. By setting permissions, you can control who has access to certain information and functionalities within the helpdesk. This helps to prevent unauthorized access and misuse of information. In addition, by granting access to the right information and functionalities, helpdesk agents can respond to customer inquiries more efficiently and effectively. This leads to improved customer satisfaction. In this video, we'll show you how to configure permissions in Gridlex Zip. 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.
Published | Aug. 23, 2023, 7:29 a.m.