Search through more than a hundred articles on every aspect of Agentcis

FAQ

How to Add/Remove users from the subscription?

Prashant Manandhar

Written by Prashant Manandhar

Can I send bulk emails to the Clients?

Shreeya Dangol

Written by Shreeya Dangol

How to intergrate Gmail for company email?

Mihir Sharma

Written by Mihir Sharma

How to send an SMS in Agentcis?

Amit Ranjitkar

Written by Amit Ranjitkar

Can I delete/edit Tasks?

Mihir Sharma

Written by Mihir Sharma

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

Abhilekh Singh

Written by Abhilekh Singh

How to manage promotions?

Shreeya Dangol

Written by Shreeya Dangol

How to Import Application?

Shreeya Dangol

Written by Shreeya Dangol

What are the different default User Roles?

Shreeya Dangol

Written by Shreeya Dangol

How to Calculate Sales forecast?

Shreeya Dangol

Written by Shreeya Dangol

How do I create and send Quotation to Clients?

Shreeya Dangol

Written by Shreeya Dangol

How to revert Client to Prospect?

Shreeya Dangol

Written by Shreeya Dangol

Can I start the Discontinued Application again?

Shreeya Dangol

Written by Shreeya Dangol

How can I create a new branch office?

Shreeya Dangol

Written by Shreeya Dangol

How do I use Filters in the Reports?

Mihir Sharma

Written by Mihir Sharma

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

Shreeya Dangol

Written by Shreeya Dangol

How can I add Clients in bulk?

Shreeya Dangol

Written by Shreeya Dangol

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

Shreeya Dangol

Written by Shreeya Dangol

How can I change my password?

Shreeya Dangol

Written by Shreeya Dangol

How do I change Prospects to Clients?

Shreeya Dangol

Written by Shreeya Dangol

How to generate task report?

Mihir Sharma

Written by Mihir Sharma

How to set up personal email signature?

Mihir Sharma

Written by Mihir Sharma

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

Shreeya Dangol

Written by Shreeya Dangol

Can I delete/edit Products?

Shreeya Dangol

Written by Shreeya Dangol

How can I add a new Application?

Shreeya Dangol

Written by Shreeya Dangol

What is Commission Invoice and General Invoice?

Emma Murray

Written by Emma Murray

What are the different types of Report I can generate?

Mihir Sharma

Written by Mihir Sharma

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

Shreeya Dangol

Written by Shreeya Dangol

How can I add Products?

Shreeya Dangol

Written by Shreeya Dangol

How can I add Partners?

Shreeya Dangol

Written by Shreeya Dangol

How Add/remove card from the system?

Shreeya Dangol

Written by Shreeya Dangol

Who are the Prospects?

Shreeya Dangol

Written by Shreeya Dangol

How to add Mandatory Fields in Lead form?

Shreeya Dangol

Written by Shreeya Dangol

Can I send bulk emails from the Report section?

Shreeya Dangol

Written by Shreeya Dangol

Can I edit my role in the system?

Shreeya Dangol

Written by Shreeya Dangol

How many Offices can I create?

Shreeya Dangol

Written by Shreeya Dangol

What is Income Sharing part of the Invoice?

Shreeya Dangol

Written by Shreeya Dangol

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

Shreeya Dangol

Written by Shreeya Dangol

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

Mihir Sharma

Written by Mihir Sharma

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

Shreeya Dangol

Written by Shreeya Dangol

Can I add special description for an Invoice?

Shreeya Dangol

Written by Shreeya Dangol

How can I create Invoice for the Partner?

Shreeya Dangol

Written by Shreeya Dangol

Can I delete/edit Invoices?

Shreeya Dangol

Written by Shreeya Dangol

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

Shreeya Dangol

Written by Shreeya Dangol

What is Start Date and End Date used For?

Shreeya Dangol

Written by Shreeya Dangol

What is Web Form?

Shreeya Dangol

Written by Shreeya Dangol

How to add Multiple Assignee in Application

Shreeya Dangol

Written by Shreeya Dangol

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

Shreeya Dangol

Written by Shreeya Dangol

Can I set Multiple Invoice Schedule?

Shreeya Dangol

Written by Shreeya Dangol

Can I edit/delete the Prospects?

Shreeya Dangol

Written by Shreeya Dangol

How do I change Leads from the Enquiries to Prospects?

Shreeya Dangol

Written by Shreeya Dangol

How to change credit card details in Agentcis?

Shreeya Dangol

Written by Shreeya Dangol

Can every User Role view the Report?

Shreeya Dangol

Written by Shreeya Dangol

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

Shreeya Dangol

Written by Shreeya Dangol

Can I receive payments in partial while creating Invoices?

Shreeya Dangol

Written by Shreeya Dangol

How many Products I can create?

Shreeya Dangol

Written by Shreeya Dangol

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

Shreeya Dangol

Written by Shreeya Dangol

How to add an Appointment n Agentcis?

Shreeya Dangol

Written by Shreeya Dangol

How to Deactivate Automation Email?

Shreeya Dangol

Written by Shreeya Dangol

How to upload Documents in Client Application stages?

Shreeya Dangol

Written by Shreeya Dangol

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

Shreeya Dangol

Written by Shreeya Dangol

How to add Check-in the client?

Shreeya Dangol

Written by Shreeya Dangol

Can I delete/edit Quotation?

Shreeya Dangol

Written by Shreeya Dangol

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

Shreeya Dangol

Written by Shreeya Dangol

How many applications can I run for the same client?

Shreeya Dangol

Written by Shreeya Dangol

Can I export the list of Partners from the system?

Shreeya Dangol

Written by Shreeya Dangol

Can I edit/delete the Clients?

Shreeya Dangol

Written by Shreeya Dangol

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

Shreeya Dangol

Written by Shreeya Dangol

How to enable System notifications?

Shreeya Dangol

Written by Shreeya Dangol

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

Shreeya Dangol

Written by Shreeya Dangol

How can I invite new User to the system?

Shreeya Dangol

Written by Shreeya Dangol

Can I transfer the Owner Role?

Shreeya Dangol

Written by Shreeya Dangol

How to Edit a Lead Form?

Shreeya Dangol

Written by Shreeya Dangol

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

Shreeya Dangol

Written by Shreeya Dangol

How to create my Email Signature?

Shreeya Dangol

Written by Shreeya Dangol

How do I change my Company Logo?

Shreeya Dangol

Written by Shreeya Dangol

What are Tasks?

Shreeya Dangol

Written by Shreeya Dangol

Can we approve multiple Enquiries at the same time?

Shreeya Dangol

Written by Shreeya Dangol

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

Shreeya Dangol

Written by Shreeya Dangol

How to view custom field in Application reports?

Shreeya Dangol

Written by Shreeya Dangol

What is a Custom Tag?

Mihir Sharma

Written by Mihir Sharma

Actions that can be performed in each Application Workflow Stages?

Mihir Sharma

Written by Mihir Sharma

How to filter product fee in application report page and export?

Shreeya Dangol

Written by Shreeya Dangol

How to use filter for client report?

Mihir Sharma

Written by Mihir Sharma

How to update intake date in Client Application page?

Shreeya Dangol

Written by Shreeya Dangol

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

Shreeya Dangol

Written by Shreeya Dangol

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

Shreeya Dangol

Written by Shreeya Dangol

How to inactive Agents?

Prashant Manandhar

Written by Prashant Manandhar

How to Transfer Clients of Existing Assignee?

Shreeya Dangol

Written by Shreeya Dangol

How to Edit Group Invoice?

Shreeya Dangol

Written by Shreeya Dangol

Can I add the same Partners in Two Workflows?

Shreeya Dangol

Written by Shreeya Dangol

Can I revert the Client into Prospect?

Shreeya Dangol

Written by Shreeya Dangol

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

Shreeya Dangol

Written by Shreeya Dangol

How to make a lead form Inactive?

Shreeya Dangol

Written by Shreeya Dangol

Can I edit/delete the Enquiries?

Shreeya Dangol

Written by Shreeya Dangol

Do I get pre- made templates for Email?

Shreeya Dangol

Written by Shreeya Dangol

Can anyone other than Assignee view or edit the Tasks?

Shreeya Dangol

Written by Shreeya Dangol

Can I Edit Tasks?

Shreeya Dangol

Written by Shreeya Dangol

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

Shreeya Dangol

Written by Shreeya Dangol

How many workflows can I create?

Shreeya Dangol

Written by Shreeya Dangol

What is Workflow?

Shreeya Dangol

Written by Shreeya Dangol

How to filter application report by workflow?

Shreeya Dangol

Written by Shreeya Dangol

How to set email notification for Application stage in queue?

Shreeya Dangol

Written by Shreeya Dangol

How many Partners I can create?

Shreeya Dangol

Written by Shreeya Dangol

Who are the Partners?

Shreeya Dangol

Written by Shreeya Dangol

Whom can I transfer the Owner Role to?

Shreeya Dangol

Written by Shreeya Dangol

Can I delete Offices?

Shreeya Dangol

Written by Shreeya Dangol

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

Shreeya Dangol

Written by Shreeya Dangol

Can I delete/edit Partners?

Shreeya Dangol

Written by Shreeya Dangol

Can I send bulk emails to the Prospects?

Shreeya Dangol

Written by Shreeya Dangol

How to add Prospect in bulk?

Shreeya Dangol

Written by Shreeya Dangol

Can I delete/edit Users?

Shreeya Dangol

Written by Shreeya Dangol

How to make Users inactive?

Shreeya Dangol

Written by Shreeya Dangol

What is the use of creating a Quotation Template?

Shreeya Dangol

Written by Shreeya Dangol

How to delete a partner?

Shreeya Dangol

Written by Shreeya Dangol

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

Shreeya Dangol

Written by Shreeya Dangol

Can I provide discount while creating Invoice?

Shreeya Dangol

Written by Shreeya Dangol

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

Shreeya Dangol

Written by Shreeya Dangol

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

Shreeya Dangol

Written by Shreeya Dangol

Can I export the list of Products from the system?

Shreeya Dangol

Written by Shreeya Dangol

How to Delete a workflow?

Shreeya Dangol

Written by Shreeya Dangol

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

Shreeya Dangol

Written by Shreeya Dangol

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

Shreeya Dangol

Written by Shreeya Dangol

Changing Primary Office

Shreeya Dangol

Written by Shreeya Dangol

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

Shreeya Dangol

Written by Shreeya Dangol

How to share the web-form?

Shreeya Dangol

Written by Shreeya Dangol