The content on this page is under development as part of a beta test for a new and upcoming feature. Please note, we currently do not have a definitive release date for this new feature. If you are participating in the beta test and you have questions or feedback, please submit your questions in the beta feedback portal. Thank you.
What is covered
- How to create Automated Workflows for Sales Opportunities
- Please note, you must have the following already set up in AgencyBloc to create sales opportunity workflows:
- How to submit feedback during Sales Pipeline beta
- What's coming next in the Sales Pipeline release schedule