Reference Notes: What you have learned

  • Contact Management allows sales users to seek opportunities
  • Sales users can create pipelines for potential companies and contacts based on their value and stage of the sales cycle.
  • The value of the contact or company auto-changes based on the phase they are in.
  • Once the admin of the company has set the data lists for contact management, sales users can easily create pipelines to track company and contact growth.

You have now successfully completed the training basics of Zoomifier!

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If you have any additional questions, please feel free to contact us via email at or call us at 1 (800) 255-5303

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