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Sales Pipeline: Creating & Managing Opportunities
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.

Apr 29, 2021 11:00 AM in Central Time (US and Canada)

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Megan Kraft
Client Success Strategist
Bringing more than 13 years of customer success and sales experience, Megan came to AgencyBloc in 2020. As a Client Success Strategist, Megan works 1-on-1 with clients to help them integrate AgencyBloc's tools and features to find success throughout their agency. Join Megan as she discusses the new AgencyBloc Sales Pipeline. When she's home, Megan enjoys spending time with her two kids, traveling, playing golf and tennis, and cheering on her favorite team: the Iowa Hawkeyes.
Tayler Hassman
Business Systems Analyst
Tori has been a Member of The Bloc for 6 years. She has worn many hats in the Client Success arena and has become one of the company's top data experts. As a Data Specialist, Tori helps new clients import and set up their data correctly in their new AgencyBloc account. Outside of work, Tori is an outdoor enthusiast and can often be seen taking long walks or enjoying a pint with friends.