Getting started

• User Management
• Installing Zeplyn
• Logging into your Zeplyn Account
• Zeplyn Preferences
• Zeplyn Agent Nexus aka Ask Zeplyn
• Workgroups (Teams) in Zeplyn
• Using Zeplyn for Debriefs
• Search for a Note
• Managing Action Items/Tasks in Zeplyn
• How to Edit or Delete a Note
• How to Share a Note in Zeplyn
• How to Draft a Follow-Up Email to Meeting Attendees
• Upload Audio Files for Notes
• How to Generate a Client Recap
• Zeplyn Notes for Phone Calls
• Ask Anything
• Zeplyn's Advisor Hub
• Using the Zeplyn Notetaker
• Syncing Your Note and Tasks to Your CRM
• Using the Zeplyn Mobile Phone App
• How to Turn on Auto-Join for Calendar Events
• Meeting Prep (in Advisor Hub)
• Using the Microphone for In-Person Meetings