Feature Guides
System Settings, Automation, Lead Management
23 articles
Zip Code FilterZip code, filter, event automation
Vertafore Single Sign-On (SSO)Learn more about how to activate Single Sign-On
NotesNotes, policy notes, activity, pinned
Batch Update, Delete, Bulk EmailDelete, reassign, batch update, apply tag
Activity OverviewActivities
Activity logging for calls, emails, texts and tasksHow to monitor and track all activities made from within AgencyZoom
Add LeadsHow to add leads into AgencyZoom
Personalized Referral Sites | Set UpSet up Referral Carrot in minutes with this step-by-step guide
Referral Carrot Overview
Running Automations in Agency ZoomLifecycle Automations, Building Automations for Sales Pipleline
Managing Leads in AgencyZoomPipeline, Importing Leads, Smart-Cycle, Dead deals
How to Manage and Build PipelinesCustom Pipelines
Troubleshooting AutomationAutomation, skipped, expiration, trigger
PlaceholdersEmail, Text, Placeholders, Carrier Links
How to Edit PipelinesRearrange stages, delete stages, edit pipeline name & stage name
Build Automation for Sales PipelinesLifecycle Automation for new and existing pipelines
Cloning Automation: Touchpoints & WorkflowsHow to duplicate automation already built for a new pipeline
Clone a PipelineDuplicate an existing pipeline
Add AutomationHow to add and turn on automation
Automation to Kick Off Your AgencyZoom JourneyGet started with automation in AgencyZoom!