Knowledge Base
Migrating from Old Automation to New Advanced Automation
Written by Emma Murray
Document Checklist
Streamline Your Document Collection Process
Written by Prashant Manandhar
Email Settings
Written by Sumeet Paudel
Creating New Enhanced Automation
The Client Automation System is a feature that helps the users to automate various activities in Agentcis Application.
Written by Emma Murray
Client Portal
Written by Shreeya Dangol
How to Import Partner and Products from Agentcis Database?
Written by Mihir Sharma
Zapier Authentication
Written by Shreeya Dangol
Upgrading or Downgrading Subscription Plan
Written by Emma Murray
Different Roles and Permissions
Written by Rupal Bhardwaj
Office Check-in
Written by Shreeya Dangol
Bulk Import Contacts with Custom Fields
Written by Prashant Manandhar
Invite User
Written by Shreeya Dangol
How to create commission invoice for Super Agent
Written by Shreeya Dangol
How to create a new Lead Form?
Written by Shreeya Dangol
How to Restore an Archived Lead?
Written by Shreeya Dangol
How to add Sub Agent and Super Agent in agentcis?
Written by Shreeya Dangol
Create General Invoice
Written by Shreeya Dangol
How to Set or add Payment schedule?
Written by Shreeya Dangol
How to delete a Client?
Written by Shreeya Dangol
Setting Email Inbox
Written by Prashant Manandhar
How do I use Filters in the Reports?
Written by Mihir Sharma
How to create a Group Invoice?
Written by Shreeya Dangol
How to create a Commission Invoice?
Written by Shreeya Dangol
Purchase Phone Number
Written by Shreeya Dangol
Custom Field Setting
Written by Shreeya Dangol
Bulk Import Partner or Product
Written by Shreeya Dangol
How to create Email templates?
Written by Prashant Manandhar
General Settings
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 Add a Product?
Written by Shreeya Dangol
Workflow Settings
Written by Abhilekh Singh
How to add interested service for contacts?
Written by Shreeya Dangol
How to edit add-ons?
Written by Prashant Manandhar
How to send an SMS in Agentcis?
Written by Amit Ranjitkar
Time Zone Set Up
Written by Shreeya Dangol
How to manage promotions?
Written by Shreeya Dangol
How to set an Email Signature?
Written by Shreeya Dangol
Reports
Written by Rupal Bhardwaj
Match and Auto-Sync Partners and Products
Written by Abhilekh Singh
Create a Task
Written by Shreeya Dangol
Payments
Written by Shreeya Dangol
How to manage an Application?
Written by Shreeya Dangol
How to Edit Office Details?
Written by Shreeya Dangol
How to Transfer Ownership?
Written by Shreeya Dangol
How to share the Web form link?
Written by Shreeya Dangol
How to turn a Prospect into a Client?
Written by Shreeya Dangol
How to create Task from Application detail page?
Written by Shreeya Dangol
How to archive a task?
Written by Shreeya Dangol
Accounts settings
Written by Shreeya Dangol
Income Sharing
Written by Shreeya Dangol
Document Management
Written by Shreeya Dangol
How to add and edit the Product fee?
Written by Shreeya Dangol
Custom Role
Written by Shreeya Dangol
How to Delete a Prospect/Client?
Written by Shreeya Dangol
How to add Regulatory Compliance?
Written by Prashant Manandhar
How to compare Services?
Written by Shreeya Dangol
Set Multiple Reminders in Task
Written by Shreeya Dangol
Agent Import
Written by Shreeya Dangol
Quotations
Written by Shreeya Dangol
What is KPI and how to create one?
Written by Shreeya Dangol
Notification Settings
Written by Shreeya Dangol
Actions in Lead Form
Written by Shreeya Dangol
To Delete Products.
Written by Shreeya Dangol
How to Delete a lead?
Written by Shreeya Dangol
How to Add a Prospect/Client?
Written by Shreeya Dangol
What are Demo data?
Written by Shreeya Dangol
Assigning and Sharing Application with others.
Written by Shreeya Dangol
What is a Workflow?
Written by Shreeya Dangol
How to Print and Save the Client’s Application?
Written by Rupal Bhardwaj
How to add Payments in an Invoice
Written by Mihir Sharma
How to Export Contact?
Written by Shreeya Dangol
How to send an email in bulk to Contacts or Partners?
Written by Shreeya Dangol
Add a New Office
Written by Shreeya Dangol
How to Delete a Client's Application?
Written by Shreeya Dangol
What is Lead Form?
Written by Shreeya Dangol
Preference Settings
Written by Rupal Bhardwaj
How to Edit Enquiries/Lead?
Written by Shreeya Dangol
SMS Template
Written by Shreeya Dangol
How to Set Clients Id Prefix?
Written by Shreeya Dangol
Post a Feature Request for Agentcis Team
Written by Shreeya Dangol
Buy Credit Balance for Phone Numbers
Written by Shreeya Dangol
How to check the SMS logs?
Written by Shreeya Dangol
How to Edit or Delete Quotation?
Written by Shreeya Dangol
How to Proceed or Revert and Discontinue the Application Stages?
Written by Shreeya Dangol
How to add Custom Field in Application?
Written by Shreeya Dangol
How to create Client Automation?
Written by Shreeya Dangol
Different Activities in Application Stages
Written by Shreeya Dangol
Who are Prospects?
Written by Shreeya Dangol
How to Create a Task in Agentcis Mobile App?
Written by Shreeya Dangol
To Edit Demo Workflow data
Written by Shreeya Dangol
Office Check-in Settings
Written by Shreeya Dangol
How to Email individually and In bulk to a Contact?
Written by Shreeya Dangol
How to add contact filter?
Written by Shreeya Dangol
How to add Multiple price in product?
Written by Shreeya Dangol
How to add a single Partner?
Written by Abhilekh Singh
How to Add a Follower?
Written by Prashant Manandhar
How to Print and Save the Client’s Application?
Written by Prashant Manandhar
How to create Task from Partner and Client's detail page?
Written by Shreeya Dangol
How to quickly search for Courses and Institutes from the Services?
Written by Shreeya Dangol
To Delete Enquiries
Written by Shreeya Dangol
Notification and Auto - Recharge for Less Balance
Written by Shreeya Dangol
Rate Contacts
Written by Shreeya Dangol
How to Create Quotation & Quotation Templates ?
Written by Shreeya Dangol
How to Delete a Custom Field?
Written by Shreeya Dangol
How to set a default ID to search client globally in Agentcis?
Written by Shreeya Dangol
How to Edit a Prospects/Clients Details?
Written by Shreeya Dangol
Which triggers update the Last Updated Date in the clients list?
Written by Mihir Sharma
How to Generate Task Reports
Written by Mihir Sharma
To delete Active Quotation
Written by Shreeya Dangol
How to Approve Leads in Bulk?
Written by Shreeya Dangol
How to Add Applications in Agentcis Mobile App?
Written by Shreeya Dangol
How to change premium monthly to premium annual?
Written by Shreeya Dangol
How to send SMS from Agentcis Phone App?
Written by Shreeya Dangol
How to transfer Clients, Applications and Task while deactivating user?
Written by Prashant Manandhar
How to Create a Task from Email/Conversation Tab?
Written by Shreeya Dangol
To Archive Demo Task
Written by Shreeya Dangol
Billing History with Invoices
Written by Shreeya Dangol
How to email Enquiries in bulk?
Written by Shreeya Dangol
How to send bulk SMS in Agentcis?
Written by Shreeya Dangol
How to change the billing details for phone subscription?
Written by Shreeya Dangol
Managing Phone Numbers
Written by Shreeya Dangol
What is the Revenue Type?
Written by Prashant Manandhar
To Edit Demo Notifications
Written by Shreeya Dangol
How to Save/Print or Delete a sent Email?
Written by Shreeya Dangol
Edit or Inactive a User.
Written by Shreeya Dangol
Audit Log
Written by Shreeya Dangol
How to go from Basic Monthly to Basic Annual?
Written by Shreeya Dangol
How to view tasks assigned to you?
Written by Rupal Bhardwaj
Make an Inactive user Active
Written by Shreeya Dangol
How to Manage Contacts in Agentcis Mobile App?
Written by Shreeya Dangol
How to Edit Partners?
Written by Mihir Sharma
Applied Intake
Written by Shreeya Dangol
How to add favorite lead forms?
Written by Shreeya Dangol
Archiving an Office
Written by Shreeya Dangol
Agentcis Referral System
Written by Prashant Manandhar
What is a Secondary office and how to add one?
Written by Abhilekh Singh