How to Add or Create a Contact

Note: Contacts Created in the Brokerage account will be shared with the entire company. For agents, if you wish to keep contacts private until they are involved in a deal, be sure to create them in your My Business profile only.

1. Log into your Zipi account.

2. Click the plus (+) button next to your profile image.
   
    

3. Choose whether the contact is an individual or company.
   
   

4. Add the contact's name and contact details.

5. Optional: To add a person or department to a company contact, click the plus button next to person or department and add their contact details.
   
   

6. Click the Create button.

You have now created a contact.

Adding Details to or Customizing a Contact

Once you have created a contact, you can add further details. Read more here.
 

Next Steps (for Agents): Learn About Deals