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  • Customer Testimonial - Tim Banowsky - EZLynx Retention Center

    3,844 views 3 years ago
    Introducing EZLynx Retention Center, a powerful tool to help an agency efficiently retain customers through patented automation and analytical tools. Reduce agency overhead through increased productivity. Listen to one of our customers talk about the success they've had... Show less
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    • EZLynx Sales Center: Locate & Edit an Opportunity - Duration: 2 minutes, 36 seconds.

      • 1 week ago
      • 15 views
      Once an opportunity is created, a user can locate it from two places in EZLynx; the applicant’s account and the Sales Center Opportunities page.
    • EZLynx Retention Center: Setup Tasks - Duration: 5 minutes, 21 seconds.

      • 3 weeks ago
      • 50 views
      This tutorial shows a Retention Center admin how to complete various agency setup tasks.
    • EZLynx Sales Center: Split, Close or Delete an Opportunity - Duration: 4 minutes, 22 seconds.

      • 3 weeks ago
      • 43 views
      This tutorial shows users how to manually split, close or delete an opportunity from the Sales Center pipeline.
    • EZLynx eSignature: Create an Envelope Part II - Duration: 3 minutes, 42 seconds.

      • 1 month ago
      • 28 views
      Now that an admin has completed all setup tasks, users can create eSignature envelopes. This tutorial shows users how to use the Signature Tags when creating an eSignature envelope from any applica...
    • EZLynx eSignature: Create an Envelope Part I - Duration: 2 minutes, 38 seconds.

      • 1 month ago
      • 33 views
      Now that an admin has completed all setup tasks, users can create eSignature envelopes. This tutorial shows users how to create an eSignature envelope from any applicant account.
    • EZLynx Sales Center: An Overview of the Sales Center Pipeline - Duration: 3 minutes, 51 seconds.

      • 1 month ago
      • 140 views
      Once an opportunity is created, a user can see all their opportunities in the pipeline from the opportunities page. In this video, we will review the opportunities page and the sales pipeline.
    • EZLynx eSignature: Recipient Signing Workflow - Duration: 106 seconds.

      • 1 month ago
      • 16 views
      After an EZLynx user sends the eSignature envelope, the first recipient receives an email immediately with a link to begin signing. This video shows the process to guide a recipient through electro...
    • EZLynx eSignature: Grid Functionality - Duration: 3 minutes, 12 seconds.

      • 1 month ago
      • 16 views
      The eSignature grid houses all eSignature envelopes that have been created for the applicant account. This tutorial outlines the functionality of each column on the grid and envelope actions.
    • EZLynx eSignature: Setup Tasks (Admins Only) - Duration: 4 minutes, 45 seconds.

      • 1 month ago
      • 39 views
      An admin will complete the following agency setup tasks before the agency uses EZLynx eSignature.
    • EZLynx Sales Center: Manage the Sales Center Pipeline Part 2 - Duration: 3 minutes, 29 seconds.

      • 1 month ago
      • 51 views
      Now that we know where to find an opportunity, let’s see what information is contained on each opportunity line. This video shows how to expand the opportunity for additional information and to see...
    • EZLynx Sales Center: Manage the Sales Center Pipeline Part 1 - Duration: 3 minutes, 34 seconds.

      • 1 month ago
      • 67 views
      Now that users know where to locate an opportunity, this video shows what information is contained on each opportunity line.
    • EZLynx Automation Center: Working with Workspace Workflows - Duration: 2 minutes, 57 seconds.

      • 1 month ago
      • 83 views
      This video is intended for all users at an agency that has EZLynx Automation Center. In this training, you will learn how to navigate the Automation Center Workflow & Configuration pages, as well a...
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