AgencyBloc 101

Aug
09
Tuesday
10:00 am
11:00 am
CST
Webinar
AgencyBloc 101

Whether you are new to AgencyBloc or just need a refresher, this webinar will help you get moving in the right direction. Sara will cover all of the bases of AgencyBloc’s CRM, including:

  • The Dashboard
  • Searching and creating records
  • Advanced and Saved Searches
  • Activities and the Calendar
  • Basic reporting
  • A brief introduction to Automated Workflow
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