AgencyZoom Tools
AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.
Category
CrmIncluded Actions
- Authenticate For Jwtvia V4 Sso
- Batch Create Contact
- Batch Create Lead
- Batch Delete Task
- Change Status For Lead
- Complete Task
- Create A Customer Note
- Create A Driver For An Opportunity
- Create A Lead Note
- Create A Lead Opportunity
- Create A Lead Quote
- Create A Vehicle For An Opportunity
- Create An Opportunity
- Create Biz Lead
- Create Lead
- Create Task
- Delete A Customer
- Delete A Customer File
- Delete A Customer Policy
- Delete A Driver
- Delete A Lead File
- Delete A Lead Opportunity
- Delete A Lead Quote
- Delete A Task
- Delete A Vehicle
- Delete An Opportunity
- Delete Message
- Delete Thread
- Get A List Of Assign Groups
- +70 actions