What is Zapflow
Essential topics you need to know when getting started with Zapflow
Configurations with Zapflow
Learn how to configure your workflow with Zapflow and have your needs met
Web form and web-entry task resolution
The more confidential information you have, the greater the advantage you have in the race of investments!
How to: Top 10 Features
Managing your deal flow
Understanding the CRM
Tasks and notifications
Working with emails
FAQs from the community
Understanding how data works
Security and privacy
Account and billing
Portfolio monitoring
Use Zapflow surveys to collect regular updates & ESG data
Reporting
Getting started with Zapflow
Get to know the basics