Admin Onboarding Guide

Account Setup, Getting Started

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18 articles in this collection
Written by Megan Stasko

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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Written by Megan Stasko
Updated over a week ago

Add Team Members

How to add team members
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Written by Megan Stasko
Updated over a week ago

Add Sales Goals

Set and track producer and agency goals
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Written by Megan Stasko
Updated over a week ago

Create Email Signature

Update & Personalize your Email Signature
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Written by Megan Stasko
Updated over a week ago

Add Lead Sources

Why it's important to add lead sources
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Written by Megan Stasko
Updated over a week ago

Tag Feature

Add tags to leads and customers
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Written by Megan Stasko
Updated over a week ago

Add Automation

How to add and turn on automation
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Written by Megan Stasko
Updated over a week ago

Add Leads

How to add leads into AgencyZoom
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Written by Megan Stasko
Updated over a week ago

Google Reviews Integration

Automate your Google Review Requests
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Written by Megan Stasko
Updated over a week ago

How to integrate email

Sync your email with AgencyZoom for seamless automation
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Written by Megan Stasko
Updated over a week ago

Text & VoIP Integrations

How to setup texting: Twilio, RingCentral, Zipwhip, Lightspeed, Bridge
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Written by Megan Stasko
Updated over a week ago

AMS Integrations

How to connect your AMS with AgencyZoom
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Written by Megan Stasko
Updated over a week ago

QQ Catalyst Integration

How to integrate QQ and what information is sync'd
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Written by Megan Stasko
Updated over a week ago

NowCerts Integration

How to integrate NowCerts
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Written by Megan Stasko
Updated over a week ago

Hawksoft Integration

How to integrate Hawksoft
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Written by Megan Stasko
Updated over a week ago

EZLynx - Book of Business Import

Import your book of business from EZLynx
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Written by Megan Stasko
Updated over a week ago

AMS 360 Integration

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