[Webinar] Creating Lead and Sales-Focused Workflows in AgencyBloc Video recorded on September 14, 2021 What was covered: Workflow anatomy Triggers Actions Workflow examples Group Lead Form Manually-entered Individual Lead Lead Prospecting (based on Opps in Sales Pipeline) Turning 65 (Medicare Leads) Related articles [Guide] Getting Started with Zapier Viewing Triggered Actions and Workflows [Webinar] Automating Round-Robin Agent Assignments for New Leads Using Zapier [Webinar] 4 Agent Contracting Workflows To Build In AgencyBloc Medicare Edge (Quoting & Enrollment)
