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Topic

Getting Started Automated Workflow

Description

Are there processes in your agency that you could automate for max efficiency? Use AgencyBloc’s Automated Workflow to set reminders, assign Activities, send internal and external emails, and create consistency throughout your agency. Join Sara to see how to get started and learn best practices.

Time

Aug 23, 2022 10:00 AM in Central Time (US and Canada)

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Speakers

Sara Hughes

Client Education Manager

Sara joined AgencyBloc’s Client Success team following the acquisition of GBS in December 2017, where she served in a similar role for three years. As a Client Success Manager for AgencyBloc, she guides clients in the transition to AgencyBloc and is passionate about ensuring ongoing satisfaction and expanded use of AgencyBloc features. Outside of work, you can find Sara cooking, gardening, sewing, and quilting.

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Message preview	Hi there, You are invited to a Zoom webinar. When: Aug 23, 2022 10:00 AM Central Time (US and Canada) Topic: Getting Started Automated Workflow Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_BKXXycgRRJakTmWKGcU3jA After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Sara Hughes (Client Education Manager ) Sara joined AgencyBloc’s Client Success team following the acquisition of GBS in December 2017, where she served in a similar role for three years. As a Client Success Manager for AgencyBloc, she guides clients in the transition to AgencyBloc and is passionate about ensuring ongoing satisfaction and expanded use of AgencyBloc features. Outside of work, you can find Sara cooking, gardening, sewing, and quilting.

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