AgencyZoom

In the New User Bootcamp Webinars, we give a general overview of AgencyZoom, going through each section of the system and explaining the basics of how each page functions. The Webinar has been split up into three sections. The first two are tailored for both non-admins and admins, and the third is specifically relevant to admins. 

Part 1: Dashboard and AgencyZoom Layout (Non-Admins &amp; Admins)

Part 2: Leads, Tasks, Customers, etc. (Non-Admins &amp; Admins)

Part 3: Lifecycle Automation and MyAgency (Admins)

Learn how to get off to a great start with AgencyZoom

New User Bootcamp Webinar

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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