Admin Onboarding Guide
Get your System Set Up
11 articles
Add Agency Owner & Agency InfoEdit agency info, add and delete team members
Add Team MembersHow to add team members
Add Sales GoalsSet and track producer and agency goals
Create Email SignatureUpdate & Personalize your Email Signature
Add Lead SourcesWhy it's important to add lead sources
Tag ManagerAdd tags to leads and customers
Carrier and Writing Company SetupWriting Company, Carrier, Policy Types, Carrier Setup
Policy Type SetupPolicy Type Setup
How to Add a New Agency / Location
System SettingsAutomation settings, lead alerts, sales alerts, notifications
Getting StartedSetting up the Basics of AgencyZoom