Common Q&A
- Export-Import Tool– Point to Zenly
- How Do I Create a Fee Template in Zenly?
- How Do I add a New User in Zenly?
- Where do I enter User Level Credentials in Zenly?
Training Articles
- 8009 Exporting Generated MCR Call Report
- 7020 ZENLY Email Template Setup: Importing HTML Samples
- 7024 How to Copy HTML from a Web Browser (Zenly)
- 8137 Using Zenly & ZIP to Call Contacts on Android or iPhone.
- 8135 Exporting Point Cardex into Zenly
Orientation Video Series
- Zenly Orientation
- Interview Configuration - Company Main
- Interview Configuration - Set Loan Originator List
- Interview Configuration - Default Information
- Interview Configuration - Banner and Colors
Videos
- Tutorial Zenly - How to Unsubscribe
- Tutorial Zip - Creating Email Templates with HTML and Merge Fields
- Zenly Pricing Engine
- Zenly to PATH
- Tutorial - Tracking Alerts in Zenly