AgencyZoom

There could be a few reasons why there are leads missing from the pipeline:

Non Manager or Agency Lead permission level users will by default only be able to see leads that they are assigned to. There is a system setting to allow leads to be visible by all team members. 

1. Click My Agency &gt; System Settings &gt; Leads 
   1. 
       
   2. If this setting is already on, but the user can still only see their own leads in the pipeline, ensure they are filtering their view to show leads assigned to ALL producers
      
      *Most users choose to Save Filter as this is a common filter used. 

1. If you're using a web lead integration, verify that your vendor is sending to the correct webhook or email, the integration is active, and your pipeline stage is properly configured.
2. Click My Agency &gt; Integration &gt; Web Lead Integrations

Integrated with a management system and leads are not syncing into AgencyZoom?

1. Check the integration settings to ensure the setting to bring leads into AgencyZoom is turned on. 
2. Click My Agency &gt; Integration &gt; AMS &gt; Settings 
   
    

1. Non Manager or Agency Lead permission level users will by default only be able to see leads that they are assigned to. There is a system setting to allow leads to be visible by all team members. 
   1. Click My Agency &gt; System Settings &gt; Leads 
      1. 
          
      2. If this setting is already on, but the user can still only see their own leads in the pipeline, ensure they are filtering their view to show leads assigned to ALL producers
         
         *Most users choose to Save Filter as this is a common filter used. 
2. Missing leads from Web Lead Vendor?
   1. If you're using a web lead integration, verify that your vendor is sending to the correct webhook or email, the integration is active, and your pipeline stage is properly configured.
   2. Click My Agency &gt; Integration &gt; Web Lead Integrations
3. Integrated with a management system and leads are not syncing into AgencyZoom?
   1. Check the integration settings to ensure the setting to bring leads into AgencyZoom is turned on. 
   2. Click My Agency &gt; Integration &gt; AMS &gt; Settings 
      
       

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Leads Missing

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