Sales Pipelines & Opportunities

This section covers outdated sales pipeline features and functionality that may not be present in your account, and it is only relevant if your account has them.

  • Getting Started with Sales Pipeline
    Overview AgencyBloc allows you to activate a Sales Pipeline that allows you to manage Sales Opportunities (Opps) and client leads. Your Opps move through your Pipeline until the...
  • Defining Leads & Clients with Type Categories
    Assign Type Categories to tell AgencyBloc what to show in lead management features, like the Leads List and Sales Dashboard. Overview There's a lot of data to track on Group and...
  • Using the Leads List
    Overview The Leads List allows you to quickly find leads that need to be worked and immediately get in touch with those people. You can kick off emails from your native email cl...
  • Using the Sales Pipelines Board & Sales Opportunities List
    Overview The Sales Opportunities List shows Opps across all your Pipelines in a familiar table format. The Sales Pipelines Board displays Opps in an interactive Kanban-style vie...
  • Setting up a Sales Pipeline
    Overview With a Sales Pipeline, you can track the progress of Sales Opportunities (Opps) for leads and clients in your sales process. A Pipeline also provides greater visibility...
  • Permissions for Sales Pipeline
    Overview The Sales Pipeline pulls and presents data from many places in AgencyBloc. To do their work in a Pipeline, your Users need permissions to access those places and data. ...
  • Working with Sales Opportunity Records
    Overview A Sales Opportunity (Opp) is a type of record that captures sales information for leads and clients. This may include a money value and any products or services that yo...
  • Creating Sales Opportunity Workflows
      Video recorded in March 2021. What is covered Why you would create Automated Workflows for Sales Opportunities How to create Automated Workflows for Sales Opportunities P...
  • Associating Sales Opportunities with Policies
    Overview Associating a closed-won Sales Opportunity (Opp) with a Policy allows you to attach all of its historical data for enrollment, election, coverage, and cross-selling pur...
  • Adding Sales Opportunity Products
    Overview As you research products and services for leads and clients, add them to a Sales Opportunity (Opp) to track sales status (e.g., proposed, accepted, decline) and pre-pol...
  • Using the Sales Dashboard
    Overview The Sales Dashboard displays your lead and Pipeline data in high-level, visual charts and graphs. You can use each chart/graph to uncover trends and patterns in your sa...
  • Pipeline Performance on the Dashboard
    Overview The Pipelines area of the Sales Dashboard gives you a bird's eye view of your sales process. Track sales performance for your producers and forecast the incoming revenu...
  • Lead Performance on the Dashboard
    Overview The Leads area of the Sales Dashboard gives a high-level view of lead productivity in your sales process. Follow the progress of Group and Individual leads and gain ins...
  • [Webinar] Standard Sales Reports
    Recorded on January 18, 2022 What was covered: Managing your leads Lead Information Report Time to Contact Report Analyzing your sales process Opportunity Journey Report O...
  • Sales Production Report
    Overview Use this report to pull the conversion rates and revenue of closed-won Sales Opportunities to see if you're reaching your goals. IN THIS ARTICLE What's in the report I...
  • Opportunity Lost Reason Report
    Overview Use this report to analyze lost Sales Opportunities and identify low-performing areas in your sales process. IN THIS ARTICLE What's in the report Interpreting the data...
  • Opportunity Journey Report
    Overview Use this report to track a Sales Opportunity's journey through your Sales Pipeline stages. IN THIS ARTICLE What's in the report Interpreting the data Filtering the dat...
  • Time to Contact Report
    Overview Use this report to measure how long it takes your agents to contact new Group and Individual leads based on Activity and lead dates. IN THIS ARTICLE What's in the repo...
  • Lead Information Report
    Overview Use this report to explore lead details, track lead progress, and identify qualified/unqualified leads in your sales process. IN THIS ARTICLE What's in the report Inte...