Feature Guides
System Settings, Automation, Lead Management
26 articles
Zip Code FilterZip code, filter, event automation
Vertafore Single Sign-On (SSO)Learn more about how to activate Single Sign-On
NotesNotes, policy notes, activity, pinned
Batch Update, Delete, Bulk EmailDelete, reassign, batch update, apply tag
Activities OverviewActivities
Activity logging for calls, emails, texts and tasksHow to monitor and track all activities made from within AgencyZoom
Add LeadsHow to add leads into AgencyZoom
Personalized Referral Sites | Set UpSet up Referral Carrot in minutes with this step-by-step guide
Referral Carrot Overview
AgencyZoom Content LibraryManaging the Content Library
Managing LeadsPipeline, Importing Leads, Smart-Cycle, Dead deals
How to Manage and Build PipelinesCustom Pipelines
Troubleshooting AutomationAutomation, skipped, expiration, trigger
Introduction to PlaceholdersHow to manage and use placeholders in AgencyZoom.
Cloning Automation: Touchpoints & WorkflowsHow to duplicate automation already built for a new pipeline
Clone a PipelineDuplicate an existing pipeline
Add AutomationHow to add and turn on automation
How to Export and Import Automation (With Example Files)Get started with automation in AgencyZoom!
Event AutomationHow to create event automation in Agency Zoom.
System-Defined PlaceholdersA list of all active placeholders in AZ and their description
Lifecycle Automation SettingsOverview of automation settings
Cloning AutomationHow to clone automation in AgencyZoom
Building Automations for a Sales Pipeline