Zapflow

Change the automatic logout time for inactivity, manage MFA (multi-factor authentication), review login activity and export activity.

Managing Security Settings in Zapflow

Walkthrough of how tags work and can be used in a deal's profile.

Working with Deal Tags

Tags are really powerful! Learn here how to deal with tags

Working with tags and tag groups

As an admin user, you can easily configure stages to match your preferences.

How do I add, rename or delete stages in our pipeline?

In this article, you'll learn how to configure Zapflow fields to match your preferences & process.

Field settings & configuration

Learn how to add and remove users in Zapflow

Adding and removing users

Follow these steps to delete the five sample companies added by Zapflow to your environment by default.

Delete sample default companies created by Zapflow

Find a description of the differences in permissions between an admin user and a regular user.

Admin User vs. Regular User Rights

Let us help you enable and begin using Editable Grid for easier data updates.

Bulk Editing Data with the Editable Grid Feature

In this article you'll learn how to add or remove options for fields with configurable answers such as Single Option and Tag Field Types.

Configuring Field Options

Customize simple checklists and mark items as completed in a swift.

Pipeline Checklists

Pipeline Folders

Learn how to create and revolve user tasks.

Creating and resolving user tasks

Clearing cache is an important first-step to troubleshooting many issues.

Troubleshooting by clearing Cache

Support

Learn how to configure your workflow with Zapflow and have your needs met

Configurations with Zapflow

Find answers and get help from Intercom Support and Community Experts

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