Add your team members to AgencyZoom to track their activity and manage their goals. Team members will be able to add and track their leads, utilize automation, identify cross-sale opportunities, etc.

How to Add a New Team Member

Step 1) Click on the "My Agency" icon on the left navigation panel

Step 2) From the list of options, click "+ Add Team Member"

Step 3) Enter team member name, contact info, role and permission level

Step 4) Click "Save"

***When a new member is added, they will receive an email with a link to activate their account

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.)

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