Another way to track conversations is with AgencyBloc's Notes. Notes are editable entities where you can store essential information. You can pin one note to each entity to ensure you always have it top of mind. Attachments allow you to drag and drop important paperwork to keep everything in one centralized location.
Additional resources
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)
- Overview of Notes & Attachments (2:44) You are here
- 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)