How to get things doneHow to get things done.

Put a new customer or prospect into Zaps.

1. 1Open Companies and choose New company.
2. 2Fill in what you know. Only the name is required; tax details can wait until you invoice.
3. 3Save. If the company is already in Zaps, you are told whose it is instead of creating a duplicate.
4. 4On a visit, you can also add a company on the spot while checking in.

Book a visit, a video call or a phone call.

1. 1Open Meetings and choose Plan.
2. 2Pick the company, or make it an internal meeting.
3. 3Set the time and how you meet: on-site, video or phone.
4. 4For an on-site visit, pin the place. You check in there, within its radius.

Check in at the customer and capture what happened.

1. 1In Attendance, check in for an external meeting and choose the company, or choose Start now in Meetings.
2. 2Pick who was there and start. On-site, your position is checked in at once.
3. 3On the meeting, take the building photo, add notes or a voice note, and set the outcome.
4. 4Check out of the meeting. That also ends the visit in your attendance.

Replay a rep's working day on the map.

1. 1Open Team and pick a person; their page starts with today's journey.
2. 2Or open Journeys to see everyone you may replay, with distance and stops. Pick a day.
3. 3Press play. The marker follows the day in order, with a card at each stop.
4. 4Click a stop in the list to jump there. Dashed lines are where the phone had no signal.

Build a quotation from the price book and send it for approval.

1. 1Open Quotations and choose New quotation.
2. 2Pick the company.
3. 3Add price-book or free-text lines, with discounts up to each product's maximum.
4. 4Send it for approval. Someone else approves it, never you.

Hand a quotation or invoice to your company's Odoo.

1. 1Open the quotation or invoice from its list.
2. 2Its Odoo panel shows Odoo's number and state.
3. 3Choose Send to Odoo. If Odoo refuses, the message says exactly what it needs.
4. 4The Odoo page lists what was sent and when, with Sync now.

Bring your own mailbox into Zaps.

1. 1Open Emails.
2. 2Choose what colleagues may see on linked threads: subject and participants, or participants only.
3. 3Connect Gmail or Outlook, or another mailbox with an app password.
4. 4Connect your calendar and your own data-source keys under Account, Connections.

Search for prospects and hand them to reps.

1. 1Open Find companies and type what and where, for example "restaurants in Olaya". Near me uses your position.
2. 2Check your searches left today and this month.
3. 3Import the companies you want, with a follow-up, for yourself or for a rep.
4. 4On Companies, choose Select, tick several and assign them to one person.

Add the offices people check in at.

1. 1Open Offices and add one.
2. 2Name it, tap the map or use your position for its pin.
3. 3Set the radius people must be inside. Leave it blank for the company's default.
4. 4Office check-ins pick the nearest office the person is inside.

Give a new colleague an account.

1. 1Open the admin console and go to People.
2. 2Choose Add person and enter their email and role.
3. 3They get an email to set their password. The link works once, for 72 hours.
4. 4Can't open the console? Ask your administrator.