Unable to send a lead to AgencyZoom ( both Quick Send or Save & Send)
The customer is trying to send Patsy Wiener’s RiskProfile to AgencyZoom, but the submission is not going through.
Before troubleshooting, I downloaded the debug snapshot and then impersonated the customer to investigate further. I initially noticed that the Return Quotes To, Producer, and CSR fields were blank, and No was selected for AgencyZoom.
I asked the customer who should be assigned to those fields and completed the RiskProfile on her behalf. After clicking Save & Send, I received a notification confirming that the RiskProfile was successfully saved. However, no AgencyZoom status appeared afterward, so I could not confirm whether the submission was successfully sent to AgencyZoom.
I tried using the Quick Send option but noticed that the Lead Source field was blank. I brought this to the customer's attention, but they insisted it had been filled out earlier. I entered the Lead Source and tried Quick Send again, but nothing happened. No notification or confirmation message appeared.
For reference, I've attached a video showing the RiskProfile submission process using both Quick Send and Save & Send. I've also included the debug snapshot captured before troubleshooting to help with the investigation.
Status: 🚧 In Progress
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