FAQs
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9 articles
- Why is someone missing from the dropdowns?AMS360 Users - Fix your users not showing up in the dropdowns in AgencyZoom
- How To Edit Sold PoliciesStep-by-step instructions to update a policy that's already been sold
- Merging CustomersLearn how to merge customers in AgencyZoom properly.
- Merging Leads Learn how to merge leads in AZ properly.
- Email SignatureHow to create and edit email signatures in AgencyZoom.
- What is the Roadmap?
- Mobile App – Dashboard FeaturesThe Dashboard in the AgencyZoom mobile app gives you a quick view of the three most important metrics to help manage your day and track your performance.
- AgencyHR - How to manually adjust PTO hours
- AgencyHR - I Forgot to Clock In/Out - What Do I Do?Forget to clock in or clock out for the day? No worries! Follow this short guide to get your time added now: