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