• Permissions for Sales Pipeline
    Overview The Sales Pipeline pulls and presents data from many places in AgencyBloc. To do their work in a Pipeline, your Users need permissions to access those places and data. ...
  • Setting up a Sales Pipeline
    Overview With a Sales Pipeline, you can track the progress of Sales Opportunities (Opps) for leads and clients in your sales process. A Pipeline also provides greater visibility...
  • Using the Sales Pipelines Board & Sales Opportunities List
    Overview The Sales Opportunities List shows Opps across all your Pipelines in a familiar table format. The Sales Pipelines Board displays Opps in an interactive Kanban-style vie...