Got questions? This way.

Core CRM modules are Leads, Contacts/Customers, Opportunities (Deals), Activities/Tasks, Calendar, and Reports. Use Leads to capture prospects, convert to Contacts/Opportunities when qualified, and track activities (calls, meetings) against each opportunity.

Go to Leads → Import (or Contacts → Import). Download the sample CSV template, map columns (Name, Email, Phone, Source, Owner) to Zygram fields during import, then run a preview and import. Clean duplicate rows in the CSV first. After import, use dedupe tools (or filters) to merge duplicates.

In CRM Settings → Pipelines/Stages, edit the default pipeline or create a new one. Add stage names (e.g., Contacted, Qualified, Proposal, Negotiation, Closed Won/Lost), assign probabilities, and save. Drag-and-drop deals between stages from the Kanban view.

Open a Lead/Opportunity/Contact, click Add Activity (call, email, meeting, task), set due date, priority and assign to a user. Use the Calendar view to see upcoming activities. Mark activities complete to update the record history.

Use Workflow/Automation rules (often in Settings → Automation). Create triggers (e.g., when lead is created or stage changes) and actions (assign owner, send email, create task). Test rules on a sandbox record before enabling in production. (If you can’t find Automation, check available add-ons or Extensions in your workspace.)

In CRM → Email Templates, create reusable templates with placeholders (e.g., {{first_name}}). For bulk sends, use Campaigns/Bulk Email feature: filter target leads, choose template, schedule send. Monitor delivery/open stats in Reports. Use a verified sending domain (in Workspace Settings) to improve deliverability.

Connect your outgoing mail (SMTP) in Integrations/Email Settings and enable tracking. Each Contact/Lead timeline will show sent emails, opens, and clicks if tracking is active. Ensure your plan/add-on supports analytics.

Open the Lead record and click Convert. Choose whether to create a Contact, Company, and an Opportunity; map or create related records during conversion. The original Lead history remains linked to the new records.

In Settings → Custom Fields, choose the module (Lead, Contact, Opportunity), create field (text, dropdown, date, number), and set visibility/required rules. Use custom fields to capture industry-specific data and include them in list views and forms.

In any module list (Leads, Opportunities), create filters (owner, stage, tag, created date). Save filter as a custom view and share with the team. Use conditional columns and grouping for quick insights.

Use Export inside each module (Leads, Contacts, Deals). Choose file format (CSV/Excel), select fields, and export. For large exports, use the API or scheduled exports (if available) to avoid UI timeouts.

Zygram is part of a suite of business apps and supports add-ons/integrations (email, accounting, HRM, inventory). Check Apps / Extensions inside your workspace for available connectors or use the API for custom integrations.

Go to Reports / Dashboard, create charts (pipeline by stage, sales by rep, conversion rate), choose chart type (bar, funnel), set date ranges and filters, then save the dashboard. Schedule report emails to managers for weekly performance reviews.

In Workspace Settings → Roles/Permissions, edit role templates or create custom roles. Limit access to sensitive modules (Finance, HRM), and restrict actions (create/edit/delete). Assign roles when inviting users. Use a read-only role for auditors.

Use the built-in deduplication tool (or filters) to find duplicates by email, phone, or company name. Merge duplicates carefully—choose the master record and confirm which fields to keep. Always backup/export before large merges.

Yes — Zygram’s platform (app.zygram.com) exposes API endpoints for CRUD operations on Leads, Contacts and more. Use API keys from Settings → Developer / API and follow rate limits and auth practices. If you don’t see Developer options, request access from support.

In My Profile → Security, enable 2FA (if available) and follow steps to link an authenticator app or SMS. Enforce 2FA for all Admins to improve account security. If 2FA options aren’t visible, contact support.

Use the Attachments/Files section on Contact/Opportunity records to upload proposals, contracts or invoices. Use a naming convention and folders where available. For large document management, integrate with cloud storage (Dropbox/Google Drive) if supported.