Pipelines & Automation
12 articles
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!
Event AutomationHow to create event automation in Agency Zoom.