Setting Up The Sales Pipeline In AgencyZoom

In this video, we walk you through the basic steps to set up a sales pipeline tailored for your agency in AgencyZoom. You'll learn how to manage new leads, automate follow-ups, and ensure no lead falls through the cracks. This guide is designed to be straightforward and easy to implement, providing you with practical ideas to streamline your sales process. Topics covered include lead assignment, automated email responses, tagging systems, and handling neglected and aged leads. Watch the full video to understand how to make your sales pipeline efficient and effective. If you have any questions, feel free to reach out!