Zapiy Platform Tutorials & Feature Updates

Sync Opportunity Custom Fields with Event Start Date Actions: Work Smarter, Not Harder

Sync Opportunity Custom Fields with Event Start Date Actions: Work Smarter, Not Harder

Gloria Briones
Published on: 31/01/2025

Our latest CRM update fixes this. Opportunity Custom Fields now sync directly with Event Start Date Actions, automating tedious tasks and reducing errors. No more frantic last-minute updates or missed deadlines. Let’s explore how this works, its core features, and why it’ll make your team’s life easier.

CalendarsOpportunities & Pipelines
Unlock the Power of Detailed Filtering in Opportunities

Unlock the Power of Detailed Filtering in Opportunities

Gloria Briones
Published on: 17/12/2024

With detailed filtering, you can effortlessly cut through the clutter and zero in on the information that matters most. Whether you're managing sales leads, project milestones, or customer follow-ups, this feature provides a streamlined, customizable approach to opportunity management that saves you time and improves decision-making.

SalesOpportunities & PipelinesMarketing
Introducing the "Followers" Feature: Enhancing Collaboration Like Never Before

Introducing the "Followers" Feature: Enhancing Collaboration Like Never Before

Gloria Briones
Published on: 16/12/2024

Zapiy's Followers Feature is an innovative and powerful tool that allows you to add up to 10 followers to any opportunity, enabling better teamwork, enhanced transparency, and seamless project management.

Opportunities & PipelinesAutomation & Workflows