• 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...