AgencyBloc's Activities help you manage your workload, assign tasks to others, and ensure nothing falls between the cracks. Activities are a place you can track interactions, store important documents, and create a historical record as they cannot be altered or deleted. Activities are one of the most important features in AgencyBloc, so this video is a little longer to ensure you understand how to create and use them.
Additional resources
- [Help Article] Working with Activities
- [Help Article] Your Activities Dashboard
- [Help Article] Using Your Calendar
Video training series for CRM Basics
- How to Create New Records in AgencyBloc (5:55)
- Order of Operations for Adding Records (2:16)
- Searching for Records in AgencyBloc (2:05)
- Using the Individual Detail Screen (5:05)
- An Overview of AgencyBloc's Activities (13:04) You are here
- Overview of Notes & Attachments (2:44)
- Using the Policy Detail Screen (2:58)
- Creating & Using Policy Coverages (2:25)
- Using the Group Detail Screen (4:37)
- Creating & Using Relationships (2:35)
- Managing Group Contacts (4:44)
- Using the Carrier Detail Screen (5:43)
- Adding Agent & Agency Records (6:32)