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Zinye Docs

Getting started

This page shows you how to get into Zinye CRM and bring your team on board.

Open Zinye CRM

Section titled “Open Zinye CRM”

Sign in to your CRM site in the browser (your address looks like yourname.zinye.com). You land on your Leads or Deals — your sales workspace.

Invite your team

Section titled “Invite your team”

Sales works best when the whole team is in:

  1. Open Settings (the gear icon).
  2. Go to Users (or Invite Users).
  3. Enter each person’s email address and send the invite.
  4. They get an email to set a password and sign in.
Section titled “Connect your email (optional but recommended)”

Connect your work email so you can send and receive messages straight from a lead or deal, and keep the whole thread on the record. See Communicating.

Start here

Section titled “Start here”
Section titled “Related”