Lead Manager

How to you use the P&C lead manager and tips to get the most out of this feature

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13 articles in this collection
Written by Tolga, Karen, Hayden and 1 other

How to Edit Pipelines

Rearrange stages, delete stages, edit pipeline name & stage name

Written by Megan Stasko
Updated over a week ago

Clone a Pipeline

Duplicate an existing pipeline

Written by Megan Stasko
Updated over a week ago

How to manage and tag clients

Tagging leads and customers

Written by Megan Stasko
Updated over a week ago

Create Custom Pipelines

How to create custom pipelines

Written by Megan Stasko
Updated over a week ago

P&C Pipeline

Lead Manager- How to Delete A Lead

Written by Hayden
Updated over a week ago

Lead Manager - How to Add a New Lead

Learn how to Add a New Lead into AgencyZoom's Lead Manager

Written by Tolga
Updated over a week ago

Lead Manager - How to put a lead in Dead Deals

Learn how to dead deal a Lead in AgencyZoom's Lead Manager

Written by Karen
Updated over a week ago

Lead Manager - Lead Reports

Explore AgencyZoom's Dynamic Lead Manager's Lead Reports

Written by Karen
Updated over a week ago

Use SMART-CYCLE to automatically recycle leads

Smart Cycle Your Leads to Make Sure You Are Working Them at the PERFECT Time!

Written by Tolga
Updated over a week ago

Lead Manager - How to Create Custom Fields

Create Custom Fields to better Track your Leads

Written by Tolga
Updated over a week ago

Lead Manager - How to Import a Leads List

Import a List of Leads directly to AgencyZoom's Lead Manager

Written by Tolga
Updated over a week ago

Life and health pipeline

How to Add a Licensed Life and Health Specialist

Written by Tolga
Updated over a week ago

How to X-Date a Life Lead

Written by Tolga
Updated over a week ago