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Search results for:custom pipelines

Create Custom Pipelines

How to create custom pipelines… Go to the "My Agency" icon on the left navigation panel Step 2: From the list of options, choose "Pipelines… with naming your new pipeline and stages Step 6: If you would like to add another stage to your Custom
Megan Stasko avatar
Written by Megan Stasko. Updated over a week ago

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
Megan Stasko avatar
Written by Megan Stasko. Updated over a week ago

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
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Written by Moe. Updated over a week ago

Service Pipelines

Let's start in My Agency > Pipelines You'll notice we have a lot of prebuilt pipelines now available… Service and Claims pipelines function very similarly, you'll create tickets from your Customers tab,… Similarly to Sales pipelines, you can control who is able to see each pipeline; everyone, by job role
Sarah Husbands avatar
Written by Sarah Husbands. Updated over a week ago

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
Moe avatar
Written by Moe. Updated over a week ago

Service Pipelines (Claims & Service)

Setting up Claims & Service Pipelines, plus bringing in Tickets… Claims & Service Pipelines, understanding these is a fundamental place to get great data for your Service… Claims & Service certainly come up when you least expect it, that's why tracking these through pipelines
Sarah Husbands avatar
Written by Sarah Husbands. Updated over a week ago

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
Megan Stasko avatar
Written by Megan Stasko. Updated over a week ago

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
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Written by Megan Stasko. Updated over a week ago

Add Leads

in top right corner Step 3) Enter lead information Step 4) Click "Add" **Now with customized pipelines
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Written by Megan Stasko. Updated over a week ago

Release updates - January 2021

Ability to customize your sales pipeline (adding new stages etc) Ability to create new pipelines
Moe avatar
Written by Moe. Updated over a week ago