AgencyBloc’s Sales Pipeline gives you the tools to monitor your sales process and pipeline. Use the Sales Pipeline feature to help you manage your Opportunities, track your sales, and better analyze the effectiveness of your sales efforts. Watch this video for an introduction to AgencyBloc’s Sales Pipeline, and explore the Help Center to learn more.
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Additional resources
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)
- An Introduction to Automated Workflow & Email Marketing (4:18)
- An Introduction to Sales Pipeline (6:54) You are here