Unlocking AgencyZoom: Daily Workflows, Automation, & Service Tips Thursday June 18th | 10:30 – 11:30 a.m. CT | Virtual Learn how to efficiently start your workflow in AgencyZoom. • Discover how to send text and email templates directly from lead cards to save time and improve responsiveness. • Explore automation options when moving leads through pipeline stages, including unenrolling contacts or specific touchpoints. • Understand how to leverage Next Expiration Date functionality within SmartCycle for better renewal management. • See how to quickly create new leads directly from a customer page. • Learn strategies for cross-selling opportunities using batch filtering and segmentation tools. • Gain best practices for using tags strategically to improve organization, reporting, and communication. Tips & Tricks • Learn how to create and manage newsletters to stay connected with clients and prospects. • Explore Service Surveys and how they can improve customer feedback and retention. • Discover the benefits of the Integrated Service Inbox for centralized communication and service efficiency. Instructor(s): Kasey Connor, Customer Consultant, Vertafore
Need help registering? Contact NetVU.
Use the edit icon () to update your registration information and preferences.
) to update your registration information and preferences.