Your Dashboard is the first thing you see when you log in to your AgencyBloc account. Build your own customized, Personal Dashboard to see the information most pertinent to you and your role to help you get started each morning.
Additional resources
- [Help Article] Understanding Dashboards
- [Help Article] Building your Personal Dashboard
- [Help Article] Your Activities Dashboard
- [Help Article] Tips for Using Dashboards
- [Help Article] Examples of Personal Dashboards
- [Webinar] How to Use Dashboard Analytics to Make Quick, Yet Informed Decisions
Video training series for Customizations & More
- How to Customize Your AgencyBloc Fields (6:06)
- Creating and Using Custom Fields (4:06)
- Adjusting Your Columns and Grid Views (3:01)
- Customizing Your Dashboard (2:34) You are here
- Running Advanced and Saved Searches (3:39)
- An Introduction to Standard Reports (4:38)
- Finding Duplicates and Merging Records (2:14)
- Creating & Using Teams (7:34)
- A Review of Field Sets & How to Use Them (5:23)
- An Introduction to Outlook Email Sync & Email Forwarding (4:44)
- An Introduction to Automated Workflow & Email Marketing (4:18)
- An Introduction to Sales Pipeline (6:54)