Navigating through ZipperAgent
Zipper Agent includes all the CRM tools a Real Estate Broker and Agent needs to manage their Opportunities, Contacts, Properties, Activities, Emails and Documents. It offers rich functionalities and several integration points with external services to run your business efficiently. While the application is easy and intuitive enough, this document will help you navigate through the major functional points and help you get to know more of Zipper Agent.
Here are a few screenshot driven touchpoints which you should know right from the beginning:
Different record types in Zipper Agent
All these records are the most important and basic units for ZipperAgent and you can find an easy link to access these records from the menu bar on left hand side or from the header link “Opportunities” on mouse hover.
Common actions on any records on Zipper Agent
Here are some common actions you can perform on any ZipperAgent records right from the Record List pages.
List Page Actions