Lead Management
All things leads.
6 articles
WinbacksLearn how to take advantage of the Winback feature in AgencyZoom
Dead LeadsHow to move leads to dead deals
NotesNotes help agents stay informed on the latest activity and assist with organization.
Batch Update, Delete, Bulk EmailLearn how to Batch Edit Leads, Customers, Service Tickets, and Policies.
Use Smart Cycle to Automatically Recycle Leads
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