Display event - AgencyZoom: Foundational Setup & Technical Basics

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AgencyZoom: Foundational Setup & Technical Basics

In this foundational session, new users and operations teams will learn how to confidently navigate AgencyZoom, configure user settings, and work with leads and customers effectively. We’ll walk through dashboard navigation, quick-access tools, email and profile setup, customer and lead management, pipelines, SmartCycle, and basic automation. You’ll learn how to document activities, manage files, and understand how AgencyZoom integrates with AMS360. This session provides the essential technical knowledge agencies need to establish strong workflows and prepare for long-term adoption success.

AgencyZoom: Foundational Setup & Technical Basics
Wednesday, January 28th | 11 a.m. - 12 p.m. CT | Virtual

In this foundational session, new users and operations teams will learn how to confidently navigate AgencyZoom, configure user settings, and work with leads and customers effectively. We’ll walk through dashboard navigation, quick-access tools, email and profile setup, customer and lead management, pipelines, SmartCycle, and basic automation. You’ll learn how to document activities, manage files, and understand how AgencyZoom integrates with AMS360. This session provides the essential technical knowledge agencies need to establish strong workflows and prepare for long-term adoption success.

Presenters:
Claire Price | Consultant | Angela Adams Consulting
Angela Bunch | Western Regional Manager | Angela Adams Consulting

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Disclaimer:
Please note that most webinar sessions will be recorded. Webinar recordings are the property of NetVU and are exclusively available to NetVU Members and Partners through NetVU University. These recordings are not available for download, preserving the unique value and benefits of NetVU membership. However, certain sessions, such as discussion-based or highly interactive formats, may not be recorded. This approach ensures open dialogue, encourages active participation, and respects participant confidentiality.

When

1/28/2026 11:00 AM - 12:00 PM

Where

Virtual

Online registration not available.

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