• Activity Overview
    Overview Activities are actionable to-dos in AgencyBloc. Create activities to track interactions with agents, clients, prospects, and team members, and set follow-up reminders. ...
  • 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’...
  • 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...
  • Using Your Calendar
    Overview Invitation: Live webinar on new AgencyBloc Calendar @ July 23, 2019, 1:00 - 2:00 p.m. (CDT) - Reserve your spot for a guided tour through the new calendar! The AgencyB...