AgencyBloc’s Sales Pipeline gives you the opportunity to put a process behind your sales initiatives. In this webinar, Tayler and Megan will explore the Sales Pipeline. You’ll learn more about the new Opportunity entity, how to navigate through the new Sales Pipeline Board, use the Leads List, create sales-specific Automated Workflows, associate Policies to Opportunities, and so much more.
Tip: This webinar is a follow-up to the Sales Pipeline Setup webinar. You must be on a Sales Team and have been assigned to at least one Sales Pipeline.