In this webinar, we explain AgencyZoom's Smart-cycle feature and walk through how to input leads and common use cases, such as X-Dates, Credit Improving, Points, Inexperienced Operator coming on or off a policy, any other significant event for a prospect.
Key Takeaways:
What is the Smart-cycle?
How to enter leads
Use Cases
Tips and Automation setup
Key Things to Know:
You can create automation for smart cycle and there is a setting you can tweak to enroll smart cycle leads into automation once they come back into the pipeline.
You can choose what stage you want to recycle a lead into.
When I lead is recycled (comes back into the Leeds pipeline) you can change its lead source.
You can add A tag when you drop a lead into smart cycle.
You can leave a note on a smart-cycled lead.
Utilizing the Smart-cycle to the fullest will help you keep your pipeline lean and ensure that you're circling back to opportunities at the perfect time!