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  1. Knowledge Base | AgencyBloc
  2. Organize

Organize

Learn about the features to help you organize and run your agency.

  • Dashboards Get a handle on what's happening in your agency. See all 8 articles - filed under Dashboards
  • Contacts Managing Groups, Individuals, Agents, and Carriers. See all 19 articles - filed under Contacts
  • Policies & Coverages Working with Policies & Coverages. See all 5 articles - filed under Policies & Coverages
  • Activities & Emails Creating activities and saving emails with Email Forwarding & Outlook Email Sync. See all 8 articles - filed under Activities & Emails
  • Searching Find what you need with quick, advanced, and saved searches. See all 4 articles - filed under Searching
  • Importing Data Getting data into your AgencyBloc account. See all 2 articles - filed under Importing Data
  • Data & Custom Fields Set up data & custom field options, duplicate detection & merging. See all 5 articles - filed under Data & Custom Fields
  • Reporting Reporting features and suggested use. See all 11 articles - filed under Reporting
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