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