Setup Tasks for Admins
This folder holds all the articles that will help an Admin setup their EZLynx account and products.
With our Text Messaging product, your agency gets a unique text messaging number which is used to send and receive unlimited text messages from your custome...
Thu, 4 Apr, 2024 at 1:45 PM
With our Postal Mail product you can print and mail your customers PDF files that are stored in the customer's Document Library. This is a pay-as-you go...
Fri, 18 Jun, 2021 at 2:20 PM
It is important to give each accounting user the appropriate access levels for each branch required to complete their Accounting responsibilities. Any Accou...
Fri, 13 Nov, 2020 at 3:22 PM
System Settings are used to customize the invoices and receipts generated from EZLynx. Some of these tasks may be completed by EZLynx during the Onboarding...
Fri, 13 Nov, 2020 at 5:37 PM
Sales Center is a powerful tool to help agencies grow their business by streamlining the sales pipeline. Before using Sales Center, a Sales Center Admin sho...
Thu, 4 Apr, 2024 at 1:47 PM
This article will help you find the different Retention Center Settings to help you customize features for the Renewal and Expiration list, set Risk Variabl...
Thu, 13 Jun, 2024 at 7:25 PM
Quoting Automation Service (QAS) is the flagship API offering which allows agencies to run complete quotes via the backend. This single interface with multi...
Thu, 4 Apr, 2024 at 1:54 PM