Update to AgencyZoom Glitch reporting process

Basic Build Training

Welcome to Accelerated Automation!

We're thrilled to have you join us as a Fulfillment team member. Your skills and experiences make you an excellent addition to our team. We're excited for you to dive into your new role and contribute to our ongoing success. The following is your training outline. If you have any questions, please note them to ask your team lead, Amanda Madrigal.

When Done for you orders are placed on the website Amanda will recieve an email. Entire Fulfillment team will be cc'd on the email.

This is a prompt to check AgencyZoom
1. IF lead exists move to SOLD
2. IF lead DOESN'T exist Create New Business

This will create a fulfillment ticket.

Amanda is the primary person to complete this process at this time. Jonathan, Derek and Mariah are back ups.

Be sure if backups are processing this step to check AgencyZoom to make sure it hasn't been already completed to prevent duplicates.

Google Drive Order Sheet

CUSTOM 2025

Lead Sources

2025 - Lead SourcesIn this training video, I guide you through setting up Lead Sources for the Custom 2025 Automation Build. We copy-paste Lead Sources, update categories, and ensure policy type options are correctly configured. Action requested: Follow along as I demonstrate the process to streamline lead source management.

Introduction to Lead Source Setup

Objective Overview
- Understand the purpose and functionality of the Lead Source tab.
- Learn how to categorize and populate lead sources efficiently.
Key Features of the Lead Source Page
- Overview of pre-populated fields.
- Introduction to agent customization and copy-paste methodology.

Preparation for Setup

Setting Up Your Workspace
- Utilizing dual screens or split-screen functionality.
- Accessing the build sheet and the CRM platform.
Navigating to the Lead Source Tab
- Step-by-step guide to locate the tab under "My Agency" settings.

Adding and Editing Lead Categories

Copy-Paste Efficiency
- Benefits of copying categories from the build sheet to avoid errors.
- Demonstration of the process to ensure consistency.
Managing Pre-Populated Fields
- Identifying default categories such as "Social Media" and "Referral Partners."
- Avoiding duplication in pre-existing categories.

Inputting Lead Sources by Category

Populating Categories with Lead Sources
- Adding specific sources to categories like COI (Center of Influence), Cold Leads, Cross-Sells, and more.
- Examples of lead sources for each category (e.g., "Satisfied Client" under COI, "Old Cold Leads").
Exclusion from Sales Reporting
- Steps to exclude placeholders (e.g., "X" or "Other") from sales metrics.
- Verifying exclusion settings using the edit (pencil) icon.

Policy Type Setup

Ensuring Policy Types are Updated
- Navigating to the "Policy Type Setup" section.
- Adding and reviewing categories such as "Auto," "Property," and "Miscellaneous."
Best Practices for Mapping Policies
- Using "Miscellaneous" for uncategorizable policies.
- Maintaining alignment between categories and CRM automation.

Quality Check and Review

Verifying Setup Accuracy
- Cross-referencing completed entries with the build sheet.
- Ensuring all categories and lead sources are accurately represented.
Final Steps
- Saving changes and confirming configurations.
- Marking tasks as completed on the build sheet.

Best Practices for Automation

Tips for Success
- Importance of consistency across entries.
- Regularly updating and reviewing lead sources and policy types.
Troubleshooting Common Errors
- Managing pre-populated data discrepancies.
- Correcting miscategorized or duplicate entries.