What's New

Release Updates- October 2022

Policy-related activities, adding multiple executives, etc.

Written by Michele Helms
Updated over a week ago

2022 Year in Review (Allstate)

Written by Sean Inutsuka
Updated over a week ago

Release Updates - November 2022

Cancel related open tasks, CC and BCC for email, business type focus, and more

Written by Michele Helms
Updated over a week ago

2022 Year-in-Review

Written by Michele Helms
Updated over a week ago

Release Updates- September 2022

Quote status, tag functionality, task list enhancements, custom fields, and more

Written by Michele Helms
Updated over a week ago

AgencyZoom Video Platform: Marketing & Quoting

Written by Sean Inutsuka
Updated over a week ago

Q1 2022 Enhancements

Enhancements, updates, new features

Written by Megan Stasko
Updated over a week ago

Release updates - May 2021

Tarmika, Custom pipelines and referral partner automation

Written by Moe
Updated over a week ago

Release updates - January 2021

Happy new year!

Written by Moe
Updated over a week ago

Release updates - November 2020

Policy view, automation enhancements and more

Written by Moe
Updated over a week ago

Release updates - December 2020

Click to call, Zipwhip integration, new settings and more

Written by Moe
Updated over a week ago