AgencyZoom

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New User Training

Smart Cycle Your Leads to Make Sure You Are Working Them at the PERFECT Time!

Use SMART-CYCLE to automatically recycle leads

Explore AgencyZoom's Dynamic Lead Manager's Lead Reports

Lead Manager - Lead Reports

Learn how to dead deal a Lead in AgencyZoom's Lead Manager

Lead Manager - How to put a lead in Dead Deals

How to Edit Sold Policies

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These onboarding trainings are a great place for you or your staff to get started!

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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