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

Knowledge Base

Contact Management

Amit Ranjitkar

10 articles in this category

Written by Amit Ranjitkar

Preference Settings

Renuka Shakha

3 articles in this category

Written by Renuka Shakha

Users Management

Renuka Shakha

10 articles in this category

Written by Renuka Shakha

Document Checklist

Streamline Your Document Collection Process

Aayush Bhattarai

Written by Aayush Bhattarai

Migrating from Old Automation to New Advanced Automation

Emma Murray

Written by Emma Murray

How to Import Partner and Products from Agentcis Database?

Prashant Manandhar

Written by Prashant Manandhar

Client Portal

Shreeya Dangol

Written by Shreeya Dangol

Zapier Authentication

How can we connect other media with agentcis? How to connect Mailchimp through zapier? How to connect leads from other media with agentcis?

Renuka Shakha

Written by Renuka Shakha

StudyLink Connect Integration

Renuka Shakha

Written by Renuka Shakha

Bulk Import Contacts with Custom Fields

Renuka Shakha

Written by Renuka Shakha

Creating New Enhanced Automation

The Client Automation System is a feature that helps the users to automate various activities in Agentcis Application.

Emma Murray

Written by Emma Murray

Email Settings

Renuka Shakha

Written by Renuka Shakha

How to get API Key for StudyLink Connect Integration

Renuka Shakha

Written by Renuka Shakha

Office Check-in

Shreeya Dangol

Written by Shreeya Dangol

How to create a Commission Invoice?

Shreeya Dangol

Written by Shreeya Dangol

Turning Leads to Client

How to change lead to client? How to convert lead/enquiry to client? Contact Management

Renuka Shakha

Written by Renuka Shakha

How to create a new Lead Form?

How to customize a lead form? How to add lead? How to add contact? Contact Management

Renuka Shakha

Written by Renuka Shakha

Match and Auto-Sync Partners and Products

Abhilekh Singh

Written by Abhilekh Singh

Upgrading or Downgrading Subscription Plan

How can the plan be changed?

Renuka Shakha

Written by Renuka Shakha

Introducing Classroom Management Feature

Renuka Shakha

Written by Renuka Shakha

Different Roles and Permissions

Rupal Bhardwaj

Written by Rupal Bhardwaj

Setting Email Inbox

Renuka Shakha

Written by Renuka Shakha

How to add Sub Agent and Super Agent in agentcis?

Shreeya Dangol

Written by Shreeya Dangol

Sending Client Applications to Institution through Studylink Connect

Renuka Shakha

Written by Renuka Shakha

How to Set or add Payment schedule?

Shreeya Dangol

Written by Shreeya Dangol

Introducing Agentcis Email Campaign

Aayush Bhattarai

Written by Aayush Bhattarai

How to create a Group Invoice?

Shreeya Dangol

Written by Shreeya Dangol

Bulk Import Partner or Product

Sumeet Paudel

Written by Sumeet Paudel

Create General Invoice

Shreeya Dangol

Written by Shreeya Dangol

Purchase Phone Number

Shreeya Dangol

Written by Shreeya Dangol

How to create commission invoice for Super Agent

Shreeya Dangol

Written by Shreeya Dangol

How to send an SMS in Agentcis?

Renuka Shakha

Written by Renuka Shakha

How to Calculate Sales forecast for Interested Service?

Renuka Shakha

Written by Renuka Shakha

General Settings

Shreeya Dangol

Written by Shreeya Dangol

Reports

Rupal Bhardwaj

Written by Rupal Bhardwaj

How to add interested service for contacts?

Shreeya Dangol

Written by Shreeya Dangol

Invite User

Shreeya Dangol

Written by Shreeya Dangol

How to delete a Client?

Shreeya Dangol

Written by Shreeya Dangol

How to set up personal email signature?

Prashant Manandhar

Written by Prashant Manandhar

How to create new Advanced Automation?

Renuka Shakha

Written by Renuka Shakha

Workflow Settings

Abhilekh Singh

Written by Abhilekh Singh

Create a Task

Renuka Shakha

Written by Renuka Shakha

How to Transfer Ownership?

How can we transfer ownership? How can we change owner? Preferrence Settings

Renuka Shakha

Written by Renuka Shakha

Rate Contacts

Shreeya Dangol

Written by Shreeya Dangol

How do I use Filters in the Reports?

Mihir Sharma

Written by Mihir Sharma

Purchase a Phone Number (Nepal)

Renuka Shakha

Written by Renuka Shakha

How to Delete a Prospect/Client?

Shreeya Dangol

Written by Shreeya Dangol

Accounts settings

Shreeya Dangol

Written by Shreeya Dangol

How to Export Contact?

Shreeya Dangol

Written by Shreeya Dangol

How to Delete a Client's Application?

Shreeya Dangol

Written by Shreeya Dangol

How to manage promotions?

Shreeya Dangol

Written by Shreeya Dangol

Custom Field Setting

Shreeya Dangol

Written by Shreeya Dangol

Actions in Lead Form

How can we edit the lead form? How to inactive or active the lead form? How to share the lead form to website or contact? Contact Management

Renuka Shakha

Written by Renuka Shakha

How to Add a Prospect/Client?

Contact Management

Renuka Shakha

Written by Renuka Shakha

Agent Import

Shreeya Dangol

Written by Shreeya Dangol

How to create Email templates?

Prashant Manandhar

Written by Prashant Manandhar

Income Sharing

Shreeya Dangol

Written by Shreeya Dangol

How to turn a Prospect into a Client?

Shreeya Dangol

Written by Shreeya Dangol

How to edit add-ons?

Prashant Manandhar

Written by Prashant Manandhar

Notification Settings

Shreeya Dangol

Written by Shreeya Dangol

What is KPI and how to create one?

KPI

Renuka Shakha

Written by Renuka Shakha

How to Create Quotation & Quotation Templates ?

Shreeya Dangol

Written by Shreeya Dangol

Assigning and Sharing Application with others.

Sumeet Paudel

Written by Sumeet Paudel

How to Email individually and In bulk to a Contact?

Shreeya Dangol

Written by Shreeya Dangol

How to add and edit the Product fee?

Shreeya Dangol

Written by Shreeya Dangol

Time Zone Set Up

Shreeya Dangol

Written by Shreeya Dangol

How to Add a Product?

Shreeya Dangol

Written by Shreeya Dangol

How to manage an Application?

Shreeya Dangol

Written by Shreeya Dangol

Preference Settings

How to change the company details? How to change the company email? How to change the company website? How to change the company address?

Renuka Shakha

Written by Renuka Shakha

Payments

Shreeya Dangol

Written by Shreeya Dangol

SMS Template

Renuka Shakha

Written by Renuka Shakha

Set Multiple Reminders in Task

Shreeya Dangol

Written by Shreeya Dangol

How to Set Clients Id Prefix?

Shreeya Dangol

Written by Shreeya Dangol

How to share the Web form link?

Shreeya Dangol

Written by Shreeya Dangol

How to Restore an Archived Lead?

Shreeya Dangol

Written by Shreeya Dangol

How to archive a task?

Shreeya Dangol

Written by Shreeya Dangol

Document Management

Shreeya Dangol

Written by Shreeya Dangol

What is a Workflow?

Shreeya Dangol

Written by Shreeya Dangol

How to compare Services?

Shreeya Dangol

Written by Shreeya Dangol

How to add Payments in an Invoice

Mihir Sharma

Written by Mihir Sharma

How to Add a Follower?

Prashant Manandhar

Written by Prashant Manandhar

How to set an Email Signature?

Shreeya Dangol

Written by Shreeya Dangol

Quotations

Shreeya Dangol

Written by Shreeya Dangol

How to send an email in bulk to Contacts or Partners?

Shreeya Dangol

Written by Shreeya Dangol

How to Edit Office Details?

Shreeya Dangol

Written by Shreeya Dangol

How to add Regulatory Compliance?

Prashant Manandhar

Written by Prashant Manandhar

How to Proceed or Revert and Discontinue the Application Stages?

Shreeya Dangol

Written by Shreeya Dangol

Custom Role for the Users

Renuka Shakha

Written by Renuka Shakha

New Office Check-in

The ease of our updated Office Check-In with QR code

Renuka Shakha

Written by Renuka Shakha

How to create Task from Application detail page?

Shreeya Dangol

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?

Renuka Shakha

Written by Renuka Shakha

How to quickly search for Courses and Institutes from the Services?

Shreeya Dangol

Written by Shreeya Dangol

What is Lead Form?

Shreeya Dangol

Written by Shreeya Dangol

To Delete Products.

Shreeya Dangol

Written by Shreeya Dangol

How to Delete a lead?

Shreeya Dangol

Written by Shreeya Dangol

Who are Prospects?

Shreeya Dangol

Written by Shreeya Dangol

Different Activities in Application Stages

Shreeya Dangol

Written by Shreeya Dangol

How to transfer Clients, Applications and Task while deactivating user?

Prashant Manandhar

Written by Prashant Manandhar

How to add contact filter?

Shreeya Dangol

Written by Shreeya Dangol

Buy Credit Balance for Phone Numbers

Shreeya Dangol

Written by Shreeya Dangol

How to set a default ID to search client globally in Agentcis?

Shreeya Dangol

Written by Shreeya Dangol

How to add favorite lead forms?

Shreeya Dangol

Written by Shreeya Dangol

Managing Phone Numbers

Shreeya Dangol

Written by Shreeya Dangol

How to Create a Task in Agentcis Mobile App?

Shreeya Dangol

Written by Shreeya Dangol

How to Print and Save the Client’s Application?

Prashant Manandhar

Written by Prashant Manandhar

How to send bulk SMS in Agentcis?

Renuka Shakha

Written by Renuka Shakha

How to add a single Partner?

Abhilekh Singh

Written by Abhilekh Singh

How to Delete a Custom Field?

Shreeya Dangol

Written by Shreeya Dangol

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?

Renuka Shakha

Written by Renuka Shakha

Billing History with Invoices

Shreeya Dangol

Written by Shreeya Dangol

How to check the SMS logs?

Shreeya Dangol

Written by Shreeya Dangol

Audit Log

Shreeya Dangol

Written by Shreeya Dangol

How to Print and Save the Client’s Application?

Rupal Bhardwaj

Written by Rupal Bhardwaj

What is the Revenue Type?

Prashant Manandhar

Written by Prashant Manandhar

How to send SMS from Agentcis Phone App?

Shreeya Dangol

Written by Shreeya Dangol

Archiving an Office

Shreeya Dangol

Written by Shreeya Dangol

How to Generate Task Reports

Mihir Sharma

Written by Mihir Sharma

How to Edit or Delete Quotation?

Shreeya Dangol

Written by Shreeya Dangol

How to add Custom Field in Application?

Shreeya Dangol

Written by Shreeya Dangol

To Edit Demo Workflow data

Shreeya Dangol

Written by Shreeya Dangol

How to create Task from Partner and Client's detail page?

Shreeya Dangol

Written by Shreeya Dangol

How to go from Basic Monthly to Basic Annual?

Shreeya Dangol

Written by Shreeya Dangol

How to Edit Enquiries/Lead?

Shreeya Dangol

Written by Shreeya Dangol

How to Save/Print or Delete a sent Email?

Shreeya Dangol

Written by Shreeya Dangol

How to Approve Leads in Bulk?

Shreeya Dangol

Written by Shreeya Dangol

What are Demo data?

Shreeya Dangol

Written by Shreeya Dangol

How to change premium monthly to premium annual?

Shreeya Dangol

Written by Shreeya Dangol

Edit or Inactive a User.

Sangita Rawal

Written by Sangita Rawal

How to email Enquiries in bulk?

Shreeya Dangol

Written by Shreeya Dangol

To Delete Enquiries

Shreeya Dangol

Written by Shreeya Dangol

Add a New Office

Shreeya Dangol

Written by Shreeya Dangol

How to Add Applications in Agentcis Mobile App?

Shreeya Dangol

Written by Shreeya Dangol

Office Check-in Settings

Shreeya Dangol

Written by Shreeya Dangol

How to Edit a Prospects/Clients Details?

Shreeya Dangol

Written by Shreeya Dangol

Make an Inactive user Active

Shreeya Dangol

Written by Shreeya Dangol

How to add Multiple price in product?

Shreeya Dangol

Written by Shreeya Dangol

Which triggers update the Last Updated Date in the clients list?

Mihir Sharma

Written by Mihir Sharma

How to change the billing details for phone subscription?

Shreeya Dangol

Written by Shreeya Dangol

To Edit Demo Notifications

Shreeya Dangol

Written by Shreeya Dangol

Applied Intake

Shreeya Dangol

Written by Shreeya Dangol

To Archive Demo Task

Shreeya Dangol

Written by Shreeya Dangol

How to Manage Contacts in Agentcis Mobile App?

Renuka Shakha

Written by Renuka Shakha

How to Edit Partners?

Mihir Sharma

Written by Mihir Sharma

How to Create a Task from Email/Conversation Tab?

Shreeya Dangol

Written by Shreeya Dangol

To delete Active Quotation

Shreeya Dangol

Written by Shreeya Dangol

Post a Feature Request for Agentcis Team

Shreeya Dangol

Written by Shreeya Dangol

What is a Secondary office and how to add one?

Renuka Shakha

Written by Renuka Shakha

How to view tasks assigned to you?

Rupal Bhardwaj

Written by Rupal Bhardwaj

Nepal SMS

Renuka Shakha

Written by Renuka Shakha

Notification and Auto - Recharge for Less Balance

Shreeya Dangol

Written by Shreeya Dangol

Types of Agents

Prashant Manandhar

Written by Prashant Manandhar

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?

Renuka Shakha

Written by Renuka Shakha

Buy Credit Balance for Nepali Phone Numbers

Renuka Shakha

Written by Renuka Shakha

How to duplicate an Automation?

Abhilekh Singh

Written by Abhilekh Singh

Editing Partners and Products in Application

Prashant Manandhar

Written by Prashant Manandhar

How to Cancel Subscription

Renuka Shakha

Written by Renuka Shakha

Sales Forecast

How can we calculate the sales forecast?

Renuka Shakha

Written by Renuka Shakha

Office check in Logs

How to check the activities of the office check in?

Renuka Shakha

Written by Renuka Shakha

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?

Renuka Shakha

Written by Renuka Shakha

Office check in Form

Customizable office check in form

Renuka Shakha

Written by Renuka Shakha