FAQ

What is Commission Invoice and General Invoice?

Written by Emma Murray

How to get API Key for StudyLink Connect Integration

Written by Renuka Shakha

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

Written by Renuka Shakha

Can I edit/delete the Clients?

Written by Shreeya Dangol

What are Custom Fields and how can I create those fields?

Written by Shreeya Dangol

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?

Written by Renuka Shakha

How can I invite new User to the system?

Invite user

Written by Renuka Shakha

What are Permissions and how do I add or edit them?

Written by Renuka Shakha

What is a Custom Tag?

Written by Mihir Sharma

How to send an SMS in Agentcis?

Written by Amit Ranjitkar

How do I change Prospects to Clients?

Written by Shreeya Dangol

How to sync partner and product data with Agentcis master database?

Written by Abhilekh Singh

How to Calculate Sales forecast for Interested Service?

Written by Renuka Shakha

How to set up personal email signature?

Written by Prashant Manandhar

How to Import Application?

Written by Prashant Manandhar

How do I use Filters in the Reports?

Written by Mihir Sharma

How do I create and send Quotation to Clients?

Written by Shreeya Dangol

What is Partner's Client ID in Client Application page? How to update it?

Written by Shreeya Dangol

How can I create a new branch office?

Written by Shreeya Dangol

What does it mean by Unpaid Invoices, and Paid Invoices?

Written by Shreeya Dangol

How to manage promotions?

Written by Shreeya Dangol

How to upload Documents in Client Application stages?

Written by Shreeya Dangol

How can I create Invoice for the Partner?

Written by Shreeya Dangol

How do I change Leads from the Enquiries to Prospects?

Contact Management How can I change lead to Prospects?

Written by Renuka Shakha

Can I export the list of Products from the system?

Written by Shreeya Dangol

How can I change my password?

Written by Shreeya Dangol

How to Delete a workflow?

Written by Shreeya Dangol

How to make Users inactive?

Written by Shreeya Dangol

How can I add Clients in bulk?

Written by Shreeya Dangol

How to Add a custom field in Client's Form?

Written by Shreeya Dangol

How to copy the Embedding link or download a QR code?

Written by Shreeya Dangol

How many applications can I run for the same client?

Written by Shreeya Dangol

How can I add Partners?

Written by Shreeya Dangol

How can I add a new Application?

Written by Shreeya Dangol

How to add Multiple Assignee in Application

Written by Shreeya Dangol

How to add Prospect in bulk?

Written by Shreeya Dangol

Can we approve multiple Enquiries at the same time?

Written by Shreeya Dangol

What is Workflow?

Written by Shreeya Dangol

How to update Product Fee & Discount in Client Application page?

Written by Shreeya Dangol

How to use filter for client report?

Written by Mihir Sharma

What is Start & End Date in Client Application page? How to update it?

Written by Shreeya Dangol

How to set Notification triggers for different activities in the system?

Written by Shreeya Dangol

What are the different default User Roles?

Written by Renuka Shakha

How to share the web-form?

Written by Shreeya Dangol

How to Add/remove card from the system?

Written by Sumeet Paudel

How to create my Email Signature?

Written by Shreeya Dangol

How to Edit a Lead Form?

Edit lead form

Written by Renuka Shakha

Can I delete/edit Invoices?

Written by Shreeya Dangol

Can I mark as completed/edit Tasks?

Written by Mihir Sharma

Can I start the Discontinued Application again?

Written by Shreeya Dangol

How to change the In Progress status to Complete status in Application?

Written by Shreeya Dangol

How do I change my Company Logo?

How to add a company logo? From where can the company logo can be added or changed?

Written by Renuka Shakha

Who are the Partners?

Written by Shreeya Dangol

How to use First and Second Reminder for dates and for days in the queue?

Written by Shreeya Dangol

How can I add Products?

Written by Shreeya Dangol

Can I send bulk emails to the Clients?

Written by Shreeya Dangol

Who are the Prospects?

Written by Shreeya Dangol

How to delete a partner?

Written by Shreeya Dangol

Can I edit/delete the Prospects?

Written by Shreeya Dangol

Can I show fee structure for different Partners in a Quotation?

Written by Shreeya Dangol

Can I add the same Partners in Two Workflows?

Written by Shreeya Dangol

Can I add special description for an Invoice?

Written by Shreeya Dangol

What are Tasks?

Written by Shreeya Dangol

Where do I find the Clients who have submitted the Web Form?

Written by Shreeya Dangol

How to Edit Group Invoice?

Written by Shreeya Dangol

Can I transfer the Owner Role?

Written by Shreeya Dangol

How to add Check-in the client?

Written by Shreeya Dangol

Can anyone other than Assignee view or edit the Tasks?

Written by Shreeya Dangol

What is Income Sharing part of the Invoice?

Written by Shreeya Dangol

How can I attach the Invoice copy while sending an email?

Written by Shreeya Dangol

Can I set Multiple Invoice Schedule?

Written by Shreeya Dangol

How to add an Appointment in Agentcis?

Written by Rupal Bhardwaj

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?

Written by Renuka Shakha

How to view custom field in Application reports?

Written by Shreeya Dangol

How to set email notification for Application stage in queue?

Written by Shreeya Dangol

What are the different types of Report I can generate?

Written by Mihir Sharma

How to Transfer Clients of Existing Assignee?

Written by Shreeya Dangol

Can a user from one office check the clients of another office?

Written by Shreeya Dangol

Don't want Users to have access to all the branches, how can I set that?

Written by Mihir Sharma

How to revert Client to Prospect?

Written by Shreeya Dangol

Can I Edit Tasks?

Written by Shreeya Dangol

How to update Commissions in Product Fee of the Client Application page?

Written by Shreeya Dangol

What is Web Form?

Written by Shreeya Dangol

Can I edit/delete the Enquiries?

Written by Shreeya Dangol

How to Deactivate Automation Email?

Written by Shreeya Dangol

Can I delete/edit Products?

Written by Shreeya Dangol

Can I export the list of Partners from the system?

Written by Shreeya Dangol

Can I delete/edit Partners?

Written by Shreeya Dangol

Can I edit my role in the system?

Written by Renuka Shakha

What are the actions that I can perform in each Application Stages?

Written by Shreeya Dangol

Where can I see the details of Invoices I have set?

Written by Shreeya Dangol

Can I delete Offices?

Written by Shreeya Dangol

Can I provide discount while creating Invoice?

Written by Shreeya Dangol

How can I add multiple Partners into the system at once?

Written by Shreeya Dangol

Can I revert the Client into Prospect?

Written by Shreeya Dangol

How to enable System notifications?

Written by Shreeya Dangol

Can I delete/edit Users?

Written by Renuka Shakha

Can I send bulk emails from the Report section?

Written by Shreeya Dangol

Can I receive payments in partial while creating Invoices?

Written by Shreeya Dangol

How to inactive Agents?

Written by Prashant Manandhar

Can I export the list of my Prospects from the system?

Written by Shreeya Dangol

Can I send bulk emails to the Prospects?

Written by Shreeya Dangol

Do I get pre- made templates for Email?

Written by Shreeya Dangol

Actions that can be performed in each Application Workflow Stages?

Written by Mihir Sharma

Can I save and download all the activities performed in an Application?

Written by Shreeya Dangol

How to generate task report?

Written by Mihir Sharma

How many workflows can I create?

Written by Shreeya Dangol

Can I go back to the previous stage once I have moved ahead?

Written by Shreeya Dangol

How can I view the performance of each branch I have created?

Written by Shreeya Dangol

How to filter application report by workflow?

Written by Shreeya Dangol

How can I make changes in commission percentage of partners and products?

Written by Shreeya Dangol

How to update intake date in Client Application page?

Written by Shreeya Dangol

If I have to stop the Application process, how can I do that?

Written by Shreeya Dangol

Why can’t I Invite new Users to the system?

Written by Shreeya Dangol

What is Start Date and End Date used For?

Written by Shreeya Dangol

How to make a lead form Inactive?

Written by Shreeya Dangol

SMS Pricing for Nepal

Similar Questions: How much SMS costs in Nepal?

Written by Amit Ranjitkar

How can I control the access of users to all the branches?

Written by Renuka Shakha

Can I delete/edit Quotation?

Written by Shreeya Dangol

How many Offices can I create?

Written by Shreeya Dangol

How many Products I can create?

Written by Shreeya Dangol

What are placeholders?

Written by Prashant Manandhar

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 to change credit card details in Agentcis?

Written by Sumeet Paudel

What is the use of creating a Quotation Template?

Written by Shreeya Dangol

How many Partners I can create?

Written by Shreeya Dangol

Nepal SMS

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

How to create an automated task on Application of a client?

Written by Abhilekh Singh

How to Add New Sessions to the Classroom

Written by Renuka Shakha

My Session keeps logging out frequently. What should I do?

Written by Prashant Manandhar

How to add classroom application and Student Enrollment

Written by Renuka Shakha

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?

Written by Renuka Shakha

How to duplicate an Automation?

Written by Abhilekh Singh