Defining & working leads.
Defining Leads & Clients with Type Categories
Assign Type Categories to tell AgencyBloc what to show in lead management features, like the Leads List and Sales Dashboard. Overview There's a lot of data to track on Group and...
Using the Leads List
Overview The Leads List allows you to quickly find leads that need to be worked and immediately get in touch with those people. You can kick off emails from your native email cl...
[Webinar] How to Build Lead Nurturing Workflows
Video recorded on July 14, 2022 What was covered: 0:00 - 1:49: Introduction 1:50 - 2:33: Why workflows? 2:34 - 9:43: Anatomy of a workflow 9:44 - 11:26: Overview of ...