AgencyZoom

Pipeline, Importing Leads, Smart-Cycle, Dead deals

Managing Leads

How to Manage and Build Pipelines

Troubleshooting Automation

How to manage and use placeholders in AgencyZoom.

Introduction to Placeholders

How to duplicate automation already built for a new pipeline

Cloning Automation: Touchpoints & Workflows

Clone a Pipeline

Add Automation

Get started with automation in AgencyZoom!

How to Export and Import Automation (With Example Files)

How to create event automation in Agency Zoom.

Event Automation

A list of all active placeholders in AZ and their description

System-Defined Placeholders

Lifecycle Automation Settings

Cloning Automation

Building Automations for a Sales Pipeline

Pipelines & Automation

Create a custom design with text, images, and links

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