Administration & Setup
How manage your account & users
10 articles
CRM Integrations
Connecting vizrm with your CRM
CRM IntegrationSetting up the bi-directional connection between your CRM and vizrm allows you to change the manager information in your CRM as well.
Types of Related Organizations in PipedriveLearn how different types of related organizations work in Pipedrive and vizrm.
Custom fields in Pipedrive
Connect vizrm with HubSpotHow to establish a connection between vizrm and HubSpot
Connecting vizrm and PipedriveHow to connect vizrm with your Pipedrive user account
Getting started with the LinkedIn IntegrationSettings & setup for the vizrm CRM-LinkedIn Integration
Account Management
Account, Users, Billing
Managing your user profileHow to change your personal information on vizrm
User ManagementAdding new users and removing users. Updating user rights, status and licenses / subscriptions. Admin rights.
Managing payment detailsChanging billing information, credit card details, payment method, retrieving invoices
Adding & removing Licenses to your subscriptionHow to purchase additional licenses, upgrade or downgrade your account, and partially cancel licenses.