Video recorded in March 2021.
What is covered
- Why you would create Automated Workflows for Sales Opportunities
- 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:
- Your Account Owner must have Automated Workflow activated in AgencyBloc. Learn how to activate Automated Workflow.
- You need an active Sales Pipeline in AgencyBloc. Learn how to set up a Sales Pipeline.
- Please note, you must have the following already set up in AgencyBloc to create Sales Opportunity workflows: