Update to AgencyZoom Glitch reporting process

Accelerated Automation

Employee Training

Team Training Day

Systems Training

Add Client/Company/Project to Motion

Team Training Day

Team training day is the 2nd Tuesday of every month. All W-2 employees are required to attend. Approval to miss the training day must be provided by your team leader.

Training Day starts at 8:00 am Mountain time and ends at 4:30 pm Mountain Time

Lunch will be provided by the company. Place your lunch order at least 2 days prior to the meeting. Orders must be from DoorDash and include a screen shot to insure order is placed correctly. Use the Employee Request Form to submit your order

Systems Training

RingCentral

RingCentral Training Videos

Agency Zoom

Training in Google Drive

Agency Zoom phone support #800-444-4813 has connect code- and can remote into the agents account

AgencyZoom

Training in Google Drive

AA Customer OptOut/Bounce TagsHey team, I've made some changes in our agency Zoom account to improve customer communication. I've added tags for email opt-out, text opt-out, and email bounce. Please verify with agents if any issues arise. Remember, most opt-outs are unintentional, and we can easily re-engage customers. Let's work together to ensure our agents receive important communications.

Loom

Zoom

Zoom is our digital meeting space and we use several other tools in the system as well.

Motion.io

Add Client/Company/Project to Motion

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