Individual User Sign On for AgencyZoom
If an individual user has signed in to AgencyZoom then we will use their information when pushing the lead to AgencyZoom.
If an individual user has not signed in to AgencyZoom then we will default to the account owners information.
This should be available in the User Profile so they are able to see it.
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Comments1
David Watson
Jun 26, 2024
@Stephen Vick I spoke with AgencyZoom and we are going to need to reconfigure how we handle logging in.
Currently for convenience we only need one login. The issue with this is that they use that login for everything as you've mentioned.
We are going to introduce the ability for individual users to log in in their RiskAdvisor profile.
I will work to get this on the development roadmap as soon as I can.
If you have any questions or additional comments around this feel free to add them here.