Questions, Tips, & Examples
Quick answers to common questions along with a few tips and examples.
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Answers to General Questions
Here are answers to a few common questions when using AgencyBloc What are "filters" and how do they work? Think of a filter in AgencyBloc similar to a kitchen sieve. If you wan...
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Answers to Subscription Questions
Here are a few answers to questions related to signing up with AgencyBloc and setting up your subscription. How much does AgencyBloc cost? How is billing calculated? Billing is...
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Creating Mailing Labels
Video recorded on January 4, 2022 In this video, we will demonstrate how to download contact information from AgencyBloc, and create mailing labels using Microsoft Ex...
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[Training] Getting Started with Automated Workflows
Video recorded on November 10, 2022 What is covered: Brainstorming and decision-making Activating Automated Workflow Anatomy of a Workflow Trigger details Workflow acti...
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[Webinar] 10 Tips & Tricks for Using Excel with AgencyBloc’s Reports
Video recorded on January 6, 2022 What was covered How to add and use filters in a Microsoft Excel spreadsheet How to adjust and move columns in a Microsoft Excel sp...
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[Training] Getting Started with Custom Reporting
Video recorded on December 20, 2022 What is covered: Basics of Standard Reports How to create custom reports Best practices for custom reports Tips for using and saving ...
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[Training] Using Sales Pipeline
This video will cover how to set up Sales Pipelines to manage your Sales Opportunities. Using Sales Pipeline Video recorded on December 8, 2022 What is covered: Wha...
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[Webinar] Tips for Cleaning, Importing, & Updating Your Data
Video recorded on February 9, 2021 What was covered: How to use our import templates to mass update your book of business Tips and tricks for using Excel
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[Webinar] 10 Tips to Keep You and Your Data Safe & Secure
Video recorded on September 29, 2022 What was covered: Password etiquette Create complex passwords Don't use the same password twice Change passwords often Use a passwo...
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[Webinar] 10 Time-Saving Tips to Start Using Immediately in AgencyBloc
Video recorded on October 29, 2020 What was covered: Pinned notes Saved Searches Accessing policies directly Global search Column settings Teams Right-hand summary pane ...
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Tips for Improving Customer Service & Client Retention
Customer Service-Focused Tools in AgencyBloc Automated Workflow allows you to stay in contact with your leads, clients, and agents with trigger-based communication. Lear...