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Help and Support from the AgencyZoom Team
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
Workflow & Automation-Enterprise
Workflow,
Pipelines
, Leads, Service, Automation… Workflows (
Pipelines
)… Workflows within Enterprise are the
Pipelines
: Sales, Service, Onboarding
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
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