FAQ
How to Add/Remove users from the subscription?
Written by Prashant Manandhar
What is Commission Invoice and General Invoice?
Written by Emma Murray
How to Import Application?
Written by Abhilekh Singh
What are Permissions and how do I add or edit them?
Written by Shreeya Dangol
How can I invite new User to the system?
Written by Prashant Manandhar
How to intergrate Gmail for company email?
Written by Mihir Sharma
How do I use Filters in the Reports?
Written by Mihir Sharma
What is a Custom Tag?
Written by Mihir Sharma
How do I create and send Quotation to Clients?
Written by Shreeya Dangol
How to set up personal email signature?
Written by Prashant Manandhar
How to Calculate Sales forecast?
Written by Shreeya Dangol
How to send an SMS in Agentcis?
Written by Amit Ranjitkar
How to manage promotions?
Written by Shreeya Dangol
Can we approve multiple Enquiries at the same time?
Written by Shreeya Dangol
How to make Users inactive?
Written by Shreeya Dangol
How many applications can I run for the same client?
Written by Shreeya Dangol
How to upload Documents in Client Application stages?
Written by Shreeya Dangol
Can I edit/delete the Clients?
Written by Shreeya Dangol
How can I add Clients in bulk?
Written by Shreeya Dangol
How to sync partner and product data with Agentcis master database?
Written by Abhilekh Singh
What are the different default User Roles?
Written by Shreeya Dangol
Can I mark as completed/edit Tasks?
Written by Mihir Sharma
What does it mean by Unpaid Invoices, and Paid Invoices?
Written by Shreeya Dangol
What is Partner's Client ID in Client Application page? How to update it?
Written by Shreeya Dangol
Who are the Partners?
Written by Shreeya Dangol
Can I send bulk emails to the Clients?
Written by Shreeya Dangol
What are Tasks?
Written by Shreeya Dangol
What are Custom Fields and how can I create those fields?
Written by Shreeya Dangol
How to share the web-form?
Written by Shreeya Dangol
What is Start & End Date in Client Application page? How to update it?
Written by Shreeya Dangol
Can I edit/delete the Prospects?
Written by Shreeya Dangol
How can I change my password?
Written by Shreeya Dangol
How to Delete a workflow?
Written by Shreeya Dangol
What is Income Sharing part of the Invoice?
Written by Shreeya Dangol
How to Add/remove card from the system?
Written by Prashant Manandhar
How to create my Email Signature?
Written by Shreeya Dangol
Who are the Prospects?
Written by Shreeya Dangol
How to add Mandatory Fields in Lead form?
Written by Shreeya Dangol
What is Workflow?
Written by Shreeya Dangol
How to add Multiple Assignee in Application
Written by Shreeya Dangol
Can I start the Discontinued Application again?
Written by Shreeya Dangol
How to copy the Embedding link or download a QR code?
Written by Shreeya Dangol
How do I change my Company Logo?
Written by Shreeya Dangol
How to use First and Second Reminder for dates and for days in the queue?
Written by Shreeya Dangol
Can every User Role view the Report?
Written by Shreeya Dangol
How to update Product Fee & Discount in Client Application page?
Written by Shreeya Dangol
How to set Notification triggers for different activities in the system?
Written by Shreeya Dangol
Can I show fee structure for different Partners in a Quotation?
Written by Shreeya Dangol
How can I add Partners?
Written by Shreeya Dangol
Where do I find the Clients who have submitted the Web Form?
Written by Shreeya Dangol
How to Add a custom field in Client's Form?
Written by Shreeya Dangol
Can I delete/edit Products?
Written by Shreeya Dangol
What are the different types of Report I can generate?
Written by Mihir Sharma
How to set email notification for Application stage in queue?
Written by Shreeya Dangol
Can I delete/edit Invoices?
Written by Shreeya Dangol
How to Transfer Clients of Existing Assignee?
Written by Shreeya Dangol
How do I change Leads from the Enquiries to Prospects?
Written by Shreeya Dangol
Do I get pre- made templates for Email?
Written by Shreeya Dangol
How to revert Client to Prospect?
Written by Shreeya Dangol
Can I send bulk emails from the Report section?
Written by Shreeya Dangol
How can I create a new branch office?
Written by Shreeya Dangol
How can I create Invoice for the Partner?
Written by Shreeya Dangol
How to Edit Group Invoice?
Written by Shreeya Dangol
How can I add Products?
Written by Shreeya Dangol
How to generate task report?
Written by Mihir Sharma
How to change the In Progress status to Complete status in Application?
Written by Shreeya Dangol
What is Start Date and End Date used For?
Written by Shreeya Dangol
How can I attach the Invoice copy while sending an email?
Written by Shreeya Dangol
Can I edit my role in the system?
Written by Shreeya Dangol
How to add Check-in the client?
Written by Shreeya Dangol
How to inactive Agents?
Written by Prashant Manandhar
Can I set Multiple Invoice Schedule?
Written by Shreeya Dangol
Can I go back to the previous stage once I have moved ahead?
Written by Shreeya Dangol
Can I export the list of Partners from the system?
Written by Shreeya Dangol
How can I add a new Application?
Written by Shreeya Dangol
How to Edit a Lead Form?
Written by Shreeya Dangol
How do I change Prospects to Clients?
Written by Shreeya Dangol
Can I Edit Tasks?
Written by Shreeya Dangol
Can I receive payments in partial while creating Invoices?
Written by Shreeya Dangol
How many workflows can I create?
Written by Shreeya Dangol
How to add an Appointment in Agentcis?
Written by Rupal Bhardwaj
How to use filter for client report?
Written by Mihir Sharma
Can I save and download all the activities performed in an Application?
Written by Shreeya Dangol
How many Offices can I create?
Written by Shreeya Dangol
How to view custom field in Application reports?
Written by Shreeya Dangol
Changing Primary Office
Written by Shreeya Dangol
Can I delete/edit Partners?
Written by Shreeya Dangol
Can I revert the Client into Prospect?
Written by Shreeya Dangol
What are the actions that I can perform in each Application Stages?
Written by Shreeya Dangol
Don't want Users to have access to all the branches, how can I set that?
Written by Mihir Sharma
Can I provide discount while creating Invoice?
Written by Shreeya Dangol
Can I export the list of Products from the system?
Written by Shreeya Dangol
How to add Prospect in bulk?
Written by Shreeya Dangol
Can anyone other than Assignee view or edit the Tasks?
Written by Shreeya Dangol
Why can’t I Invite new Users to the system?
Written by Shreeya Dangol
Can I add special description for an Invoice?
Written by Shreeya Dangol
What is Web Form?
Written by Shreeya Dangol
Can I export the list of my Prospects from the system?
Written by Shreeya Dangol
How to change credit card details in Agentcis?
Written by Shreeya Dangol
How to Deactivate Automation Email?
Written by Shreeya Dangol
How can I control the access of users to all the branches?
Written by Shreeya Dangol
Where can I see the details of Invoices I have set?
Written by Shreeya Dangol
What is the use of creating a Quotation Template?
Written by Shreeya Dangol
How to update intake date in Client Application page?
Written by Shreeya Dangol
Can I delete/edit Quotation?
Written by Shreeya Dangol
Can I transfer the Owner Role?
Written by Shreeya Dangol
Can a user from one office check the clients of another office?
Written by Shreeya Dangol
How to update Commissions in Product Fee of the Client Application page?
Written by Shreeya Dangol
How many Partners I can create?
Written by Shreeya Dangol
Can I delete Offices?
Written by Shreeya Dangol
Can I add the same Partners in Two Workflows?
Written by Shreeya Dangol
Can I edit/delete the Enquiries?
Written by Shreeya Dangol
How to enable System notifications?
Written by Shreeya Dangol
How to delete a partner?
Written by Shreeya Dangol
How to filter product fee in application report page and export?
Written by Shreeya Dangol
Whom can I transfer the Owner Role to?
Written by Shreeya Dangol
How can I view the performance of each branch I have created?
Written by Shreeya Dangol
How can I make changes in commission percentage of partners and products?
Written by Shreeya Dangol
Can I send bulk emails to the Prospects?
Written by Shreeya Dangol
How many Products I can create?
Written by Shreeya Dangol
How to filter application report by workflow?
Written by Shreeya Dangol
Actions that can be performed in each Application Workflow Stages?
Written by Mihir Sharma
How to make a lead form Inactive?
Written by Shreeya Dangol
Can I delete/edit Users?
Written by Shreeya Dangol
If I have to stop the Application process, how can I do that?
Written by Shreeya Dangol
How can I add multiple Partners into the system at once?
Written by Shreeya Dangol
What are placeholders?
Written by Prashant Manandhar
My Session keeps logging out frequently. What should I do?
Written by Prashant Manandhar
How can I change assignee for multiple clients in bulk?
Written by Prashant Manandhar
How can a client edit information on Client Portal?
Written by Abhilekh Singh