Need to add a new lead into AgencyZoom's Lead Manager? Easy! Follow these
simple steps to get your lead added now:
- Click on Leads from your Dashboard
- Click on +Lead from the top right corner
- Fill in the available Fields to Capture your Leads Info then click Add
Quick Tip: You will need to add in either a phone number and/or a valid email address in order to create your Lead.
Once you add a lead, an automated email will go out to your producers notifying them of the new lead added to their pipeline.
PRO TIP you can use Zapier to automatically add leads to your system (not available to Allstate agents)