We are getting started on more tag options for AgencyZoom. Please let us know what you'd like to see here.
If you could add comments to the feedback board ticket on this that would be great!
David Watson
Team•
Mar 13, 2024
From user: Is there a way to indicate a preferred language from the risk advisor forms to Agency zoom? We use a Spanish tag in Agency zoom.
[Deleted User]
•
Mar 4, 2024
I want to be able to pull my existing tags from AZ, apply in RA, and send to AZ. Basically reflect how the lead sources work but better. Need to be able to populate/filter as you type.
David Watson
Team•
Mar 4, 2024
Love it, would you want this near the notes section or on the Review & Send Page?
David Watson
Team•
Nov 20, 2023
This will probably be two fold.
The option to set tags that always are applied to every lead
The option to manually add tags before sending to AgencyZoom from RiskAdvisor
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Comments6
[Deleted User]
Apr 1, 2024
I'd like to see the tags I have in AZ
David Watson
Apr 1, 2024
Hey everyone!
We are getting started on more tag options for AgencyZoom. Please let us know what you'd like to see here.
If you could add comments to the feedback board ticket on this that would be great!
David Watson
Mar 13, 2024
From user: Is there a way to indicate a preferred language from the risk advisor forms to Agency zoom? We use a Spanish tag in Agency zoom.
[Deleted User]
Mar 4, 2024
I want to be able to pull my existing tags from AZ, apply in RA, and send to AZ. Basically reflect how the lead sources work but better. Need to be able to populate/filter as you type.
David Watson
Mar 4, 2024
Love it, would you want this near the notes section or on the Review & Send Page?
David Watson
Nov 20, 2023
This will probably be two fold.
The option to set tags that always are applied to every lead
The option to manually add tags before sending to AgencyZoom from RiskAdvisor