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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
Build Automation for Sales Pipelines
Lifecycle Automation for new and existing pipelines… pipelines that you’ve added, along with the standard pipelines you started out with… Pipeline you want to build automation for Underneath Prospecting on the left-hand side, you’ll now see custom
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
How to Edit Pipelines
Rearrange stages, delete stages, edit pipeline name & stage name… **Please note, only AgencyZoom users with Admin permissions will be able to edit pipelines** To make… to a pipeline, start by going to the "My Agency" icon on the left navigation panel and then select "Pipelines
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
Custom Fields
Add additional fields to leads, customers, and contacts… field To add a custom field, select my agency (gear icon) > manage custom fields… Custom fields enable the ability to store additional information under leads, customers, and contacts
Release updates - January 2021
Ability to customize your sales pipeline (adding new stages etc) Ability to create new pipelines