When it comes to mapping your AgencyZoom Users, there are two options.

Option 1: Single Pipeline

If you are working out of a Single Pipeline, you will only need to map the RiskAdvisor username to the AgencyZoom username.

Option 2: Multiple Pipelines

If you are working out of Multiple Pipelines, you will need to map usernames as well as the Pipeline and Stages.

Select Pipeline

This will be the Pipeline that leads are sent to after a completed Risk Profile for this user.

If Prospect Found Stage

This will be the Stage that leads that are found in AgencyZoom are moved to after a completed Risk Profile for this user.

If Prospect Not Found Stage

This will be the Stage that leads that are not found in AgencyZoom are created in after a completed Risk Profile for this user.

AgencyZoom Username

You will map the RiskAdvisor user to the appropriate user in AgencyZoom