Feature Guides
System Settings, Automation, Integrations, Calendar, Raters, Lead Management
25 articles

Written by Megan Stasko, Sarah Husbands and Moe


Zip Code Filter
Zip code, filter, event automationWritten by Megan Stasko. Updated over a week ago
Notes
Notes, policy notes, activity, pinnedWritten by Megan Stasko. Updated over a week ago
Batch Update, Delete, Bulk Email
Delete, reassign, batch update, apply tagWritten by Megan Stasko. Updated over a week ago
Lead Vendor Integration Overview
Learn how this feature works and which vendors are supportedWritten by Megan Stasko. Updated over a week ago
Adding a New Webhook Lead Vendor Integration
How to connect a webhook lead vendor with AgencyZoomWritten by Megan Stasko. Updated over a week ago
Adding a New Email-Based Lead Vendor Integration
Setting up an Email-Based vendor to bring in leadsWritten by Megan Stasko. Updated over a week ago