There will be times when accounts need reassigned to another producer, CSR or even deleted. AgencyZoom allows you to batch update and bulk complete certain tasks. Options displayed will depend on plan type, integrations and role permission type (admin vs. non admin).
For customers:
Delete
Create tasks
Send email
Send text
Note
Batch update
Reassign Producer or CSR
Change lead source
Tag
Create lead
Re-enroll automation
Create service ticket
For leads:
Delete
Create tasks
Send email
Batch Update
Reassign producer or CSR
Change status, pipeline and stage
Change lead source or location
Automation: disable to enable
Change smartcycle date
Tag