Lead Manager - How to Add a New Lead

Learn how to Add a New Lead into AgencyZoom's Lead Manager

Moe avatar
Written by Moe
Updated over a week ago

Need to add a new lead into AgencyZoom's Lead Manager?  Easy!  Follow these
simple steps to get your lead added now:

  1. Click on Leads from the navigation panel

  2. Click on Add Lead from the top right corner

  3. Fill in the available Fields to Capture your Leads Info then click Add

    **Be sure to choose which pipeline and stage you want the new lead to populate into.

Quick Tip: You will need to add in either a phone number and/or a valid email address in order to create your Lead.  

PRO TIP you can use Zapier to automatically add leads to your system (not available to Allstate agents) 

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