Enhanced Fields

Middle Name, Expected Close Date, Custom Fields, Filter View

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

Below is a list of new and enhanced fields within AgencyZoom:

  • Middle Names are now recognized in the name field

  • Commissionable Premium field on the policy level

    • To enable, go to My Agency > System Settings > Other > Scroll to "Do you track commissionable premium?"

  • Custom fields can be created on the customer and contact level

    • These fields can be mapped when importing customers

  • Next Expiration and Expected Close Date fields on leads

    • Lead stages can be filtered by these fields

CLICK HERE for directions on how to add custom fields.

Did this answer your question?