Use SMART-CYCLE to automatically recycle leads. Smart Cycle Your Leads to Make Sure You Are Working Them at the PERFECT Time!
Use Smart Cycle to:
Ensure no lead is forgotten or left behind.
Keep your pipeline focused only on active opportunities.
Re-engage leads when timing is better (e.g., when claims or accidents fall off).
What is Smart Cycle?
Smart Cycle (formerly known as X-Date) is essentially a holding stage for cold leads. You can move unsold quotes into Smart Cycle and assign a trigger event or date. When that event occurs, AgencyZoom will automatically:
Return the lead to the “New” milestone in your pipeline.
Carry over all comments and notes.
Notify the lead owner to follow up.
This ensures that leads come back to you at the right time—without manual reminders or extra tracking.
How to Add Smart Cycle Events
Open a lead in AgencyZoom.
From the left panel, click the “+” in the Smart Cycle section.
Select the event type from the dropdown menu.
Choose the date for recycling.
Click Save.
How to Move a Lead to the Smart Cycle Stage
If a lead has gone cold but may be valuable later, you can move it into Smart Cycle:
Drag and drop the lead into the “Smart Cycle” stage.
Select an existing event date, or add a new one.
Add any notes, then click Save.
Once moved, the lead will remain in Smart Cycle until the selected date. You can view all leads in this stage from the list view or by clicking the recycle icon in your pipeline.
