How to Add a Missing Document Service Request in AgencyZoom
Mariah Gates
32 steps
56 seconds
Agencyzoom
1
Navigate to [AgencyZoom](https://app.agencyzoom.com/pipeline/service-pipeline)
2
Click "Add"
3
Click "Add a Service Request"
4
type in what's missing
5
Type "missing application"
6
Click this text field.
7
Type customers name
8
Select Customer
9
Click Related Policies
10
Click "Home - 123456789"
11
Select Missing Docs pipeline
12
Select the NEW Stage based on how the customer will complete the missing document
13
Click "New-Agency Esign"
14
Click Catagory
15
Click "missing the application" - pick the document that is missing
16
Click "Account/Policy CSR" to assign the correct CSR to the ticket
17
Click "Assign to selected staff member"
18
Click "Amanda Madrigal"
19
Click Tags
20
Type "o" to locate the Opt In tag ONLY if the customer has Opted In for texting with your agency
21
Click "Opt In"
22
Click this text field.
23
Click here to move to different months and select the correct due date for the missing document
24
Click here to type in notes
25
Type "missing application"
26
Click "Save"
27
Click "Done" now your ticket is created. Leave the automation on to contact the customer
28
Click and hold to drag the ticket to the next stage
29
Automation Preview
30
Click and drag the ticket to the correct stage as you work through the process of collecting the missing document.
31
Automation Preview
32
Continue to move the ticket through the stages until it's completed. Once completed open the ticket and click the Check mark in the top right corner to complete and close the ticket.
How to Add a Missing Document Service Request in AgencyZoom
Mariah Gates
32 steps
56 seconds
Agencyzoom
1
Navigate to [AgencyZoom](https://app.agencyzoom.com/pipeline/service-pipeline)
2
Click "Add"
3
Click "Add a Service Request"
4
type in what's missing
5
Type "missing application"
6
Click this text field.
7
Type customers name
8
Select Customer
9
Click Related Policies
10
Click "Home - 123456789"
11
Select Missing Docs pipeline
12
Select the NEW Stage based on how the customer will complete the missing document
13
Click "New-Agency Esign"
14
Click Catagory
15
Click "missing the application" - pick the document that is missing
16
Click "Account/Policy CSR" to assign the correct CSR to the ticket
17
Click "Assign to selected staff member"
18
Click "Amanda Madrigal"
19
Click Tags
20
Type "o" to locate the Opt In tag ONLY if the customer has Opted In for texting with your agency
21
Click "Opt In"
22
Click this text field.
23
Click here to move to different months and select the correct due date for the missing document
24
Click here to type in notes
25
Type "missing application"
26
Click "Save"
27
Click "Done" now your ticket is created. Leave the automation on to contact the customer
28
Click and hold to drag the ticket to the next stage
29
Automation Preview
30
Click and drag the ticket to the correct stage as you work through the process of collecting the missing document.
31
Automation Preview
32
Continue to move the ticket through the stages until it's completed. Once completed open the ticket and click the Check mark in the top right corner to complete and close the ticket.
