Skip to main content

Get instant answers to your questions!

Search results for:custom pipelines

How to Manage and Build Pipelines
Custom Pipelines… Pipelines in Agency Zoom How to Create a Custom Pipeline How to Edit Pipelines How… Pipelines in Agency Zoom
Release updates - May 2021
Tarmika, Custom pipelines and referral partner automation… of existing pipelines Track activity across all pipelines Create custom automation workflows… Custom pipelines
Announcement - Mobile App v 1.0 is here!
(Life & Health / Custom Pipelines) Activity Tracking / Activity Scorecard Business Card… Without spilling all the beans, here's a sneak peak at some of them: Lead Manager for all pipelines
Service Pipelines
Let's start in My Agency > Pipelines… You'll notice we have a lot of prebuilt pipelines now available to you to choose from: Service, Claims… You're able to build either one of these from your My Agency > Pipelines tab
Release Updates - May 2025
Bulk update client information, notification resolution, pipeline card designer, and more!… Batch Update Leads & Customers via CSV… Pipeline Card Designer
Running Automations in Agency Zoom
Lifecycle Automations, Building Automations for Sales Pipleline… pipelines that you’ve added, along with the standard pipelines you started out with… Building Automation for Sales Pipeline
Workflow & Automation-Enterprise
Workflow, Pipelines, Leads, Service, Automation… Workflows (Pipelines)… Workflows within Enterprise are the Pipelines: Sales, Service, Onboarding
Workflow & Automation – Enterprise
Workflows (Pipelines)… Within Enterprise, workflows are represented as Pipelines
Custom Fields
How to create custom fields in Agency Zoom… How to Add a Custom Field Method 1: From Manage Custom Fields ​ The primary way to add a custom… From that Manage Custom Fields list you can also edit the order of your Custom Fields, edit Custom Fields
Release updates - January 2021
Ability to customize your sales pipeline (adding new stages etc) Ability to create new pipelines