• 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...
  • Using Email Forwarding
    Overview Formerly known as BlocMail. This is an existing feature and it functions the same, we just updated the name. Did an agent or team member email you a list of new leads o...
  • 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 Activit...
  • 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...