We are granting all users the ability to access AgencyZoom 2.0 while still maintaining access to the current version - this is to limit the interruption to your day to day work.
Things to keep in mind when using AgencyZoom 2.0 Beta (2 min)
You can work from either system and trust that your data will be 100% in sync between AgencyZoom 1.0 and 2.0 but there are a couple of things that you'll need to keep in mind:
Once you access AgencyZoom 2.0, we automatically move all customer onboarding (new business checklist for Allstate agents) to AgencyZoom 2.0. This means that if you want to make any updates to this process, it will have to be done in AgencyZoom 2.0
If you set up the Lifecycle Automation to automate lead follow-ups, keep in mind that it will only be applied to leads that are worked from AgencyZoom 2.0. So if you move a lead in the old AgencyZoom, that lead will not be enrolled in a sequence
Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm EST, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)