Mobile Quick Send so field producers can submit leads straight to the pipeline

Agency owners and marketing reps often get leads while they’re away from a computer. They text those leads to the office, and if the prospect doesn’t reply right away, the follow-up can get missed.

On desktop, Quick Send already fixes this: the lead goes straight into the agency’s AgencyZoom pipeline, so it gets seen right away and tracked.

The request is a mobile-friendly Quick Send with:

• Name

• Date of birth

• Email

• Phone number

• Address

Sending to AgencyZoom the same way desktop does.