Do you ever showcase your Agency at local events/seminars/conferences, where you try to get leads to quote?
Stop collecting cards/info in a fishbowl....that's so old school!
With AgencyZoom you can create a custom event-specific lead form that will send leads to your sales team in real time...and they'll already be tagged with the correct lead source.
Step 1 - Click My Agency --> Lead Sources
Step 2 - Click +Add Referral Partner
The name of this will soon change to "Sources w/ Lead Form"
Step 3 - Fill out the Pop-Up as follows:
Step 4 - Save and double check the web form link of your newly added lead source