AgencyBloc Best Practices: Outlook Sync & Email Forwarding

May
04
Tuesday
2:00 pm
3:00 pm
CST
Webinar
AgencyBloc Best Practices: Outlook Sync & Email Forwarding

Simplify your life by keeping all of your client communications in one place. Learn how you can attach your emails to your AgencyBloc records using Outlook Sync and Email Forwarding. In this webinar, we’ll review:

  • The Outlook Sync and Email Forwarding functionality
  • Which emails and records you can automatically sync
  • The difference between syncing as an email vs. syncing as an Activity
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