Manage new applicants, find existing leads, and create notes in AgencyZoom
Manage new applicants, find existing leads, and create notes in AgencyZoom
Manage new applicants by adding them in EZLynx, finding existing leads in AgencyZoom, and creating notes to ensure proper lead source assignment, resulting in improved lead tracking and enhanced onboarding efficiency.
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Overview
Manage new applicants by adding them in EZLynx, finding existing leads in AgencyZoom, and creating notes to ensure proper lead source assignment, resulting in improved lead tracking and enhanced onboarding efficiency.