AgencyBloc’s Sales Pipeline gives you the opportunity to put a solid process behind your sales initiatives. In this webinar, Megan will explore AgencyBloc’s Sales Pipeline. You’ll learn more about the Opportunity entity, navigating the Sales Pipeline Board, using the Leads List, creating sales-specific Automated Workflows, associating Policies to Opportunities, and much more.
Tip: You should be on a Sales Team and have been assigned to at least one Sales Pipeline.
