Feature Guides
System Settings, Automation, Lead Management
26 articles
- Vertafore Single Sign-On (SSO)Learn more about how to activate Single Sign-On
- NotesNotes, policy notes, activity, pinned
- 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
- Shot Clocks in AgencyZoomHow to utilize different types of Shot Clocks in AgencyZoom