Admin Onboarding Guide

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18 articles in this collection
Written by Megan Stasko

1.1 Add Agency Owner & Agency Info

Edit agency info, add and delete team members
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Written by Megan Stasko
Updated over a week ago

Import Book of Business

Import your existing customers
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1.2 Add Team Members

How to add team members
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1.3 Add Sales Goals

Set and track producer and agency goals
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1.4 Create Email Signature

Update & Personalize your Email Signature
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2.1 Add Lead Sources

Why it's important to add lead sources
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2.2 Tag Feature

Add tags to leads and customers
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2.3 Add Automation

How to add and turn on automation
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Written by Megan Stasko
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2.4 Add Leads

How to add leads into AgencyZoom
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Written by Megan Stasko
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3.1 Google Reviews Integration

Automate your Google Review Requests
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3.2 Email Integrations

Sync your email with AgencyZoom for seamless automation
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Written by Megan Stasko
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3.3 Texting Integrations

How to setup texting: Twilio, RingCentral, Zipwhip
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3.4 AMS Integrations

How to connect your AMS with AgencyZoom
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QQ Catalyst Integration

How to integrate QQ and what information is sync'd
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Written by Megan Stasko
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NowCerts Integration

How to integrate NowCerts
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Hawksoft Integration

How to integrate Hawksoft
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EZLynx - Book of Business Import

Import your book of business from EZLynx
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Written by Megan Stasko
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AMS 360 Integration

How to Integration AMS360
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Written by Megan Stasko
Updated over a week ago