Feature Workshops are interactive, small group sessions tailored to your agency’s needs. Each workshop is a live, one-hour meeting where you can learn, ask questions, and build your AgencyBloc knowledge. They are unique to the attendees and are an opportunity to share ideas with other Members of The Bloc. If there is a feature you're interested in that is not a part of the Feature Workshops list, please contact the Client Success Team.
Automated WorkflowLearn how to plan, create, and save Automated Workflows for internal and external business processes and communication. Related resources |
Custom ReportingLearn how to create and save custom reports using filters, criteria, and columns. Related resources |
Email MarketingLearn best practices for creating mass and drip email campaigns. Related resources |
Lead FormsLearn best practices for creating lead forms, placing them on your website, and what to do with incoming data. Related resources |
Outlook Sync/Email ForwardingLearn best practices for utilizing the Outlook Sync/Email Forwarding options. Related resources |
Sales PipelineLearn how to filter leads, create opportunities, and visualize those opportunities on various sales pipelines. Related resources |