Activities & Emails

Creating activities and saving emails with Email Forwarding & Outlook Email Sync.

  • Creating & Working with Activities
    Overview Activities are actionable to-dos in AgencyBloc. You can use Activities to track interactions with agents, clients, prospects, and team members, and set follow-up remind...
  • [Webinar] Best Practices using Activities
    Video recorded on October 13, 2022 What was covered: The benefits of using Activities How to create Activities Where to see them in the system Automate Activity cr...
  • Using Email Forwarding
    Overview Did an agent or team member email you a list of new leads or to-dos? Are you reaching out to a client or prospect? Turn those conversations into actions and follow-ups ...
  • Using Outlook Email Sync
    Overview You set up and activated Outlook Email Sync, and you're now ready to turn your Outlook emails into activities and save them as emails in AgencyBloc. As activities, you’...
  • [Webinar] Best Practices: Outlook Sync & Email Forwarding
    Video recorded on May 4, 2021 What was covered: How to save your emails to AgencyBloc using Outlook Email Sync and Email Forwarding What happens when an incoming Activi...
  • Unassociated Activities & Emails
    Overview Using Email Forwarding and Outlook Email Sync, you can turn your emails into activities or save them in AgencyBloc. In AgencyBloc, you can let the system associate inco...
  • Managing Emails in AgencyBloc
    Overview Want to store an email conversation in AgencyBloc? First, send the email to AgencyBloc with Outlook Email Sync. Then, associate it with a corresponding group, individua...
  • Using Your Calendar
    Overview The AgencyBloc Calendar is a tool to help you visualize and track activities across your agency. The calendar can also help with scheduling as you and your teams plan o...