Layout & Navigation

Accounts & Subscriptions

Agents, Teams and Staff

  • My Business for Agents

      With Zipi, there are organization accounts and My Business accounts. The difference is that your My Busi...

  • How to Setup and Edit User Permissions

    Contents Setup User’s Permissions Edit User’s Permissions Note: You will need to have set up the app...

  • About User Permission Settings

    Our user role builder allows you to create multiple, simple to advanced user roles that can be applied acro...

  • Division vs Groups

    Division, what is it? Divisions Divisions allow your organization to structure and separate data according ...

  • How to create a Division

    This article will guide us with some easy steps on how to create a Division. Note: Must log in as admin to...

  • How to create Groups

    In this article, we will learn how to create Groups.   Note: Adding Groups can only be done with admin acc...

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Contacts: Customers, Vendors & Others

Insights & Reporting

Tasks & Goals

  • How to Add Group Goals

    Goals give you a powerful way to gain visibility on your team’s performance. Goals can also help promote ac...

  • How to Create Personal Goals

    Goals a great way to measure and guide your efforts towards achieving your desired outcomes in your busines...

Access, Passwords & Security

  • Changing Email Addresses

    The email address the important part of an account. This can be used for your Profile and login credentials...

  • How to Change your Password

      Click on your Profile in the upper-right hand corner. Click Login/Profile Under My Login click ...

  • How to Change Account Emails

    Contents For Agents For Brokers   For Agents Log in. Click your Profile image in the top right hand...

Product Announcements

  • 2020-09-25 Product Release

    Deals Removed requirement for Closing Date to be in the future. The closing date does not need to correspo...

  • 2020-06-19 Product Release

    Deals If a user has permission for the Deals module, but has not created a board yet; Zipi will create a d...

  • 2020-06-02 Product Release

    Insights Improved the User Interface including widget titles and standardized the page layout. Deals Fix...

  • 2020-05-29 Product Release

    Deal Compensation Calculations Manually Enter Commission Splits - When a deal does not have a compensation...

  • 2020-05-22 Product Release

    Deals Adjusted Sales Price - In some scenarios the sales price that is used for calculations needs to be d...

  • 2020-05-15 Product Release

    Deals Improved the 'Revert' workflow process for Deal Payouts and now Void previously issued Invoices or B...

See all 12 articles