Tag filter for reports

Filter prospecting, new business, and service reports by tag to analyze the success of your tag-driven campaigns, the premium generated from those campaigns, or your service metrics for your high-value customers and more.

Customer Premium Filter

You can now filter the customer list by total active customer premium. Segmenting this customer base can help you easily identify and prioritize your high-value customers.

Quick add contact to email

When sending an email, you can quickly add related contacts to the recipients bar to streamline your communication process and reduce the need to manually search for and add related contacts.

SmartSearch

Check out the full article on SmartSearch here!

New & improved Lightspeed integration

Integrated calling and texting is now available with the Lightspeed integration!

Manually text or text via automation using your Lightspeed account
Click-to-call from AgencyZoom
Automatically apply all text and phone communications on the appropriate contact files
- Including links to the call recordings

Setting up the Integration

To setup the integration, first start in Lightspeed:

Select Management > Lead Settings > Integration
Add AgencyZoom and ensure that the assigned toggle is on

Then navigate to AgencyZoom:

My Agency > Integration > Lightspeed
Select 'Connect' and enter your Lightspeed credentials (if you are already signed in, you will not need to do this)
Configure your integration settings
Enjoy!

Smart-cycle indicator for lead full page

If a lead is in smart-cycle, an indicator will be displayed next to the lead name in the full page for greater visibility.

Hide unused templates

Unused email and text templates can now be hidden! This will help declutter your template dropdown list while still keeping them accessible for future use. This also gives you greater control over what templates your team is using.

Re-open service requests

New system settings have been added:

"When a customer replies to an email thread on a closed service request, re-open the service request."
"Enable automation when the service request is re-opened to the first stage in the pipeline."

Activating these settings allows any replied threads on closed service requests to automatically reopen and/or will move to the first stage in the pipeline.

Set service request due date for service inbox

You now have the flexibility to set custom due dates for service requests in your service inbox! Previously, service requests were automatically set to be due within 7 days. Now, you can easily edit the due date to suit your needs. If not changed, the default will remain at 7 days.

Sort service configuration options

You now have the ability to sort the order of service categories, priorities, and resolutions in your dropdown menus. When adding a new service request, these options will appear in the order you've set, to ensure your most relevant options are always at the top.

Opportunity/expiration auto-renew settings

A new system setting has been added for leads: "Automatically renew lead next expiration date." Based on the selection, the 'next expiration date' will either automatically renew or not renew. If your agency has the ability to write business past the expiration date, you will want to select 'No' for this setting.

Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm ET, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)