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Reconfigure Handling of Multiple Pipelines for AgencyZoom

IntegrationsIntegrations

  • In Settings, we should change this to the Default Pipeline for all Risk Profiles

  • On the Review & Send Page, introduce a Dropdown with the available pipelines. This will allow the user to designate a specific Pipeline on the Risk Profile level.

  • Leave the ability to designate New Business vs Renewal/Rewrite

We need feedback from users on if we want an option in the Pipeline Dropdown for Do Not Send (for Renewal/Rewrites) or how to handle Risk Profiles that should not be sent to AgencyZoom.

Posted by David Watson ·
Status: 🔥 Released2 comments

This request was merged into another request

Comments2

  • Maverick Pitchford

    •

    Jun 26, 2024

    David Asked me to share my comments on this issue


    The lead already had a lead card in my QNC pipeline of AZ then when I submitted my risk profile it created another one in my main pipeline of AZ... Not a huge deal because I can combine them but when it creates the new lead in AZ it is triggering an automated text to go out to the lead that they already got.

  • [Deleted User]

    •

    Jun 13, 2024

    It would be very helpful to be able to select which pipeline a risk profile/lead should go to in Agency Zoom and also an option to not have it go to Agency Zoom. Thank you.