Getting Started
Managing your sales process in AgencyBloc and getting started with Sales Pipeline.
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[Guide] Managing Your Sales Process in AgencyBloc
Introduction All insurance agencies have a sales process. A sales process is a series of steps you and a lead take together on the journey to them becoming your client. There ar...
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Getting Started with Sales Pipeline
Activate the Sales area. Get started using Sales Opportunity Pipelines and Lead management. Overview AgencyBloc allows you to activate a Sales Pipeline that allows you to manage...