Setup

Step by step instructions on how to setup and configure AgencyZoom

6 articles in this collection
Written by Moe and Tolga

Things you should know before switching to AgencyZoom 2.0 Beta

A short introduction to AgencyZoom 2.0 Beta

Written by Moe
Updated over a week ago

Short Rate Trigger

Activating Your Short Rate Trigger in System Settings

Written by Tolga
Updated over a week ago

Setup a Custom Lead Form - Referral Partners / Events / Seminars / Etc

Written by Tolga
Updated over a week ago

How add and remove users

How manage users that have access to your account

Written by Moe
Updated over a week ago

How to Add a New Agency / Location

Written by Tolga
Updated over a week ago

Allstate Custom Points Plan

Written by Tolga
Updated over a week ago