Common Q&A
- 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?
- Export-Import Tool– Point to Zenly
Training Articles
- 8511 Creating One-Time Marketing Campaigns in Zenly
- 8510 Understanding Continuous Marketing Campaign in Zenly
- 8009 Exporting Generated MCR Call Report
- 7020 ZENLY Email Template Setup: Importing HTML Samples
- 8053 Configuring Marketing Access User Level
Orientation Video Series
- Interview Configuration - Company Main
- Interview Configuration - Set Loan Originator List
- Interview Configuration - Default Information
- Interview Configuration - Banner and Colors
- Zenly Orientation