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Create Opportunity in AgencyZoom

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Posted by David Watson ·
Status: 🔥 Released5 comments

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Comments5

  • David Watson

    Team•

    Nov 6, 2023

    This will include support for Drivers and Vehicles when we make this happen.

  • Bob Klee

    •

    Aug 15, 2023

    Can you describe how this would work David?
    I don't know what this means.

    Thanks.

    • David Watson

      Team•

      Aug 15, 2023

      Our thought process is to add a Home, Auto, and/or Umbrella opportunity to agencyzoom based on what Risk Profiles you have in the system.

      • Anonymous User

        •

        Sep 11, 2023

        David, can you pull the policy types from AZ like you can the lead sources? Have a filter bar so you can type the LOB for that opportunity?

        Eric

        • David Watson

          Team•

          Sep 15, 2023

          Eric, it looks like we can import them via the API.


          What are you thinking here? Do a multi-select dropdown and manually select what you'd like to create an opportunity for?