AgencyBloc's Outlook Email Sync and Email Forwarding features allow you to store emails in your AgencyBloc account. This video will cover what you need to know to get started with the basics of both features.
Additional resources
- [Help Article] Outlook Email Sync
- [Help Article] Using Outlook Email Sync
- [Webinar] Best Practices: Outlook Sync & Email Forwarding
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)
- 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) You are here
- An Introduction to Automated Workflow & Email Marketing (4:18)
- An Introduction to Sales Pipeline (6:54)