Zapflow

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

Delete sample default companies created by Zapflow

Learn how to create and revolve user tasks.

Creating and resolving user tasks

Support

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

Setup and configuration

Pipeline Folders

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

Pipeline Checklists

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

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

Pipeline configuration

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

Admin User vs. Regular User Rights

This article describes how you manage the team and permissions of your team.

Modifying user teams and permissions

Team

Merge duplicate company profiles into a single one.

Entity-merge

Understanding the CRM

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

Configuring Field Options

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

Field settings & configuration

Field settings

Use the grid-mode view to update multiple fields

Editable Grid & Bulk Edit

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

Bulk Editing Data with the Editable Grid Feature

Grid and Kanban configuration

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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