What is SmartSearch?
SmartSearch is a unified search solution, allowing you to find anything from anywhere within AgencyZoom. SmartSearch is driven by 3 core principles:
Comprehensive: extensive searchables. Not only the items you can search, but the attributes that comprise them
Relevant: you shouldn't need to sift through your search results. The built-in matching and ranking system will ensure your result surfaces to the top
Actionable: take action directly on the result; without any unnecessary navigation
How can I utilize SmartSearch?
Select the search bar in the top-right corner (or select Ctrl + K on your keyboard) and search by:
Leads and Customers
Contacts
Related-contacts will ensure that the lead/customer is in the results. Helpful when you aren't speaking with the primary
Policies
Policy number is now searchable
Service Requests
Team members
See all of the leads, customers, services that a team member is assigned to
Activities
Notes
Document name
Can't find something?
System features
Search for any page in AgenyZoom
Need to setup your Outlook? Just search "outlook" and it will take you to the Outlook integration page
Need your Zapier key and secret? Search "zapier"
Looking for a specific report? Describe that report
and much, much more..
System settings
Search for the setting you're trying to control and it will take you directly to the setting you're looking for
Some examples would be "default to personal" or "receive new lead email alert"
Need Help?
AgencyZoom Help Center articles
For example: Help set up my QQCatalyst integration
What's happening next with SmartSearch?
Soon you’ll be able to search for more activities like emails and text messages!
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.