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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

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

Release Updates - July 2023

To have policies enter separate onboarding/renewal service pipelines, configure this in the pipeline… New Renewal Pipelines Setting For customers with multiple policies with the same renewal date,… Go to My Agency > Pipelines > scroll to your renewal pipeline > click the 3 dots > Edit