Floorzap

Everything you need to manage your pipeline and customer base. Learn how to create and track leads, log interactions, add notes and samples, and manage full customer profiles.

Leads & Customers

Managing emails directly from your leads dashboard makes it easy to keep all your communication organized and in one place. Follow these steps to view, compose, and send emails linked…

How To: Manage Emails within Leads

Understand why a single contact can appear in multiple Lead Board columns at once, and the workflow that keeps pipeline reporting accurate.

How the Lead Board Works — Why Leads Appear in Multiple Columns

Stay organized by managing tasks directly within your leads. This helps you track action items and ensure nothing falls through the cracks.

Managing Leads: Add a new Task

Managing samples in leads streamlines your workflow and keeps your product data organized. Follow these steps to efficiently add and track samples within the system.

Managing Leads: Add a new sample

Adding interactions to a lead helps you keep track of every conversation, meeting, or follow-up. Stay organized by logging each interaction right where you manage your leads. Here’s how to…

Managing Leads: Adding a New Interaction

Add notes to your leads to track important details, conversations, or follow-ups — all within the lead’s profile. Here’s how to add a note to a lead and keep your…

Managing Leads: Adding a note

Tracking new leads is key to growing your flooring business. Floorzap makes it easy to capture, follow up, and convert those leads—especially when integrated with Zapier. Here’s how leads flow…

Zapier: Tracking leads

In this article, you'll learn how to convert a lead into a customer.

How To: Convert a Lead into a Customer

This guide explains how to create a lead in Floorzap.

How to Create a Lead

Leads

This is an overview of the customer section in Floorzap. Get a detailed look at the customer details page.

Understanding the Customer's Tab

Learn how to view stored credit card information when integrated credit card processing isn't set up.

How can I view saved credit card info?

In this article, you'll learn how to create and import a customer list, which will help you manage your customer data more effectively.

How do I create a customer import list?

In this article, you'll learn how to delete a credit card from a customer profile.

How do I remove my Customer's Credit Card Number?

Follow these easy steps to add additional contacts under a customer.

How do I add Multiple Contacts to a Customer Profile?

Explore the process of adding a customer in Floorzap with this step-by-step guide.

How to add a new customer

In this article, you'll learn how to add multiple addresses to a customer in the Floors app.

How do I add multiple addresses to a Customer Profile?

Customers

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