How to set up QuickSend:

1. Go to team settings -> Integrations -> AgencyZoom

   

2. Enable AgencyZoom, fill in log in details, save.

3. Once saved, there will be an option available in AgencyZoom integration settings page. Fill in the required fields so you can enable QuickSend feature. Enable QuickSend, save settings.

   

You can also use QuickSend for Multiple Pipelines, but you’ll need to ensure all your team users are mapped in the settings page.

How to Use QuickSend:

1. Create a new RiskProfile. You’ll notice the QuickSend button is disabled at the bottom of the page. Hovering over the button will tell you what required fields are missing.

   

2. Add client details manually until the QuickSend feature is enabled.

   

3. Click on QuickSend and confirm your choices in the modal that appears.

   

4. You’ll then see a successful banner at the top. Your client is now in AgencyZoom!