Getting Started with BrokerBlocks
Learn how to set up, connect, and start using BrokerBlocks to supercharge your follow-up.
10 articles
Getting Started Guide
What is BrokerBlocks?
How to Invite Your Team to BrokerBlocks
How to Customize Your Profile
How to Import Leads From Your CRM
How to Send a Touchpoint
How to See Engagement on Your Touchpoints
How to generate BoldTrail API Token
How to generate Follow Up Boss API key
How to create your first Presentation Touchpoint