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

Knowledge Base

Migrating from Old Automation to New Advanced Automation

Emma Murray

Written by Emma Murray

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

Document Checklist

Streamline Your Document Collection Process

Prashant Manandhar

Written by Prashant Manandhar

Email Settings

Shreeya Dangol

Written by Shreeya Dangol

How to Import Partner and Products from Agentcis Database?

Mihir Sharma

Written by Mihir Sharma

Upgrading or Downgrading Subscription Plan

Emma Murray

Written by Emma Murray

Assigning and Sharing Application with others.

Shreeya Dangol

Written by Shreeya Dangol

Client Portal

Shreeya Dangol

Written by Shreeya Dangol

Setting Email Inbox

Shreeya Dangol

Written by Shreeya Dangol

Office Check-in

Shreeya Dangol

Written by Shreeya Dangol

Bulk Import Contacts with Custom Fields

Shreeya Dangol

Written by Shreeya Dangol

How to create a new Lead Form?

Shreeya Dangol

Written by Shreeya Dangol

How to Set or add Payment schedule?

Shreeya Dangol

Written by Shreeya Dangol

What is Lead Form?

Shreeya Dangol

Written by Shreeya Dangol

How to Transfer Ownership?

Shreeya Dangol

Written by Shreeya Dangol

Quotations

Shreeya Dangol

Written by Shreeya Dangol

Income Sharing

Shreeya Dangol

Written by Shreeya Dangol

Match and Auto-Sync Partners and Products

Abhilekh Singh

Written by Abhilekh Singh

Add a New Office

Shreeya Dangol

Written by Shreeya Dangol

How to Delete a Prospect/Client?

Shreeya Dangol

Written by Shreeya Dangol

How to compare Services?

Shreeya Dangol

Written by Shreeya Dangol

To Edit Demo Workflow data

Shreeya Dangol

Written by Shreeya Dangol

Time Zone Set Up

Shreeya Dangol

Written by Shreeya Dangol

Invite User

Shreeya Dangol

Written by Shreeya Dangol

How to create a Commission Invoice?

Shreeya Dangol

Written by Shreeya Dangol

Payments

Shreeya Dangol

Written by Shreeya Dangol

How to create Client Automation?

Shreeya Dangol

Written by Shreeya Dangol

How to create a Group Invoice?

Shreeya Dangol

Written by Shreeya Dangol

Custom Role

Shreeya Dangol

Written by Shreeya Dangol

How to send an SMS in Agentcis?

Amit Ranjitkar

Written by Amit Ranjitkar

How to Add a Product?

Shreeya Dangol

Written by Shreeya Dangol

How to add Sub Agent and Super Agent in agentcis?

Shreeya Dangol

Written by Shreeya Dangol

How to email Enquiries in bulk?

Shreeya Dangol

Written by Shreeya Dangol

Create General Invoice

Shreeya Dangol

Written by Shreeya Dangol

Purchase Phone Number

Shreeya Dangol

Written by Shreeya Dangol

Notification and Auto - Recharge for Less Balance

Shreeya Dangol

Written by Shreeya Dangol

Office Check-in Settings

Shreeya Dangol

Written by Shreeya Dangol

Create a Task

Shreeya Dangol

Written by Shreeya Dangol

How to archive a task?

Shreeya Dangol

Written by Shreeya Dangol

How to Delete a Custom Field?

Shreeya Dangol

Written by Shreeya Dangol

How to set an Email Signature?

Shreeya Dangol

Written by Shreeya Dangol

How to add and edit the Product fee?

Shreeya Dangol

Written by Shreeya Dangol

Audit Log

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

How to manage promotions?

Shreeya Dangol

Written by Shreeya Dangol

How to Add a Follower?

Prashant Manandhar

Written by Prashant Manandhar

Agent Import

Shreeya Dangol

Written by Shreeya Dangol

How to share the Web form link?

Shreeya Dangol

Written by Shreeya Dangol

How to Import Prospects or Clients?

Shreeya Dangol

Written by Shreeya Dangol

Buy Credit Balance for Phone Numbers

Shreeya Dangol

Written by Shreeya Dangol

Post a Feature Request for Agentcis Team

Shreeya Dangol

Written by Shreeya Dangol

SMS Template

Shreeya Dangol

Written by Shreeya Dangol

Rate Contacts

Shreeya Dangol

Written by Shreeya Dangol

How to Edit Partners?

Mihir Sharma

Written by Mihir Sharma

Custom Field Setting

Shreeya Dangol

Written by Shreeya Dangol

How to Create Quotation & Quotation Templates ?

Shreeya Dangol

Written by Shreeya Dangol

To Archive Demo Task

Shreeya Dangol

Written by Shreeya Dangol

Workflow Settings

Abhilekh Singh

Written by Abhilekh Singh

Actions in Lead Form

Shreeya Dangol

Written by Shreeya Dangol

How to add interested service for contacts?

Shreeya Dangol

Written by Shreeya Dangol

To delete Active Quotation

Shreeya Dangol

Written by Shreeya Dangol

How to Calculate Sales forecast?

Shreeya Dangol

Written by Shreeya Dangol

How to Edit a Prospects/Clients Details?

Shreeya Dangol

Written by Shreeya Dangol

How to add Payments in an Invoice

Mihir Sharma

Written by Mihir Sharma

What is the Revenue Type?

Prashant Manandhar

Written by Prashant Manandhar

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

Shreeya Dangol

Written by Shreeya Dangol

To Delete Enquiries

Shreeya Dangol

Written by Shreeya Dangol

How to change the billing details for phone subscription?

Shreeya Dangol

Written by Shreeya Dangol

Document Management

Shreeya Dangol

Written by Shreeya Dangol

Zapier Authentication

Shreeya Dangol

Written by Shreeya Dangol

How to Proceed or Revert and Discontinue the Application Stages?

Shreeya Dangol

Written by Shreeya Dangol

Email Templates

Shreeya Dangol

Written by Shreeya Dangol

General Settings

Shreeya Dangol

Written by Shreeya Dangol

How to Edit or Delete Quotation?

Shreeya Dangol

Written by Shreeya Dangol

Notification Settings

Shreeya Dangol

Written by Shreeya Dangol

What is a Workflow?

Shreeya Dangol

Written by Shreeya Dangol

How to edit add-ons?

Shreeya Dangol

Written by Shreeya Dangol

How to add contact filter?

Shreeya Dangol

Written by Shreeya Dangol

How to create Task from Application detail page?

Shreeya Dangol

Written by Shreeya Dangol

How to create commission invoice for Super Agent

Shreeya Dangol

Written by Shreeya Dangol

How to view tasks assigned to you?

Rupal Bhardwaj

Written by Rupal Bhardwaj

How to Edit Enquiries/Lead?

Shreeya Dangol

Written by Shreeya Dangol

Edit or Inactive a User.

Shreeya Dangol

Written by Shreeya Dangol

How to Edit Office Details?

Shreeya Dangol

Written by Shreeya Dangol

How to manage an Application?

Shreeya Dangol

Written by Shreeya Dangol

Different Activities in Application Stages

Shreeya Dangol

Written by Shreeya Dangol

How to turn a Prospect into a Client?

Shreeya Dangol

Written by Shreeya Dangol

How do I use Filters in the Reports?

Mihir Sharma

Written by Mihir Sharma

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

Prashant Manandhar

Written by Prashant Manandhar

Set Multiple Reminders in Task

Shreeya Dangol

Written by Shreeya Dangol

How to Set Clients Id Prefix?

Shreeya Dangol

Written by Shreeya Dangol

To Delete Products.

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 Approve Leads in Bulk?

Shreeya Dangol

Written by Shreeya Dangol

How to Add a Prospect/Client?

Shreeya Dangol

Written by Shreeya Dangol

What are Demo data?

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 Print and Save the Client’s Application?

Prashant Manandhar

Written by Prashant Manandhar

How to check the SMS logs?

Shreeya Dangol

Written by Shreeya Dangol

Reports

Shreeya Dangol

Written by Shreeya Dangol

How to Email individually and In bulk to a Contact?

Shreeya Dangol

Written by Shreeya Dangol

How to add Custom Field in Application?

Shreeya Dangol

Written by Shreeya Dangol

Bulk Import Partner or Product

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 Multiple price in product?

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

Accounts settings

Shreeya Dangol

Written by Shreeya Dangol

How to Print and Save the Client’s Application?

Rupal Bhardwaj

Written by Rupal Bhardwaj

How to add a single Partner?

Shreeya Dangol

Written by Shreeya Dangol

Make an Inactive user Active

Shreeya Dangol

Written by Shreeya Dangol

How to Save/Print or Delete a sent Email?

Shreeya Dangol

Written by Shreeya Dangol

How to send bulk SMS in Agentcis?

Shreeya Dangol

Written by Shreeya Dangol

How to add Regulatory Compliance?

Prashant Manandhar

Written by Prashant Manandhar

How to Create a Task in Agentcis Mobile App?

Shreeya Dangol

Written by Shreeya Dangol

How to Manage Contacts in Agentcis Mobile App?

Shreeya Dangol

Written by Shreeya Dangol

How to Generate Task Reports

Mihir Sharma

Written by Mihir Sharma

To Edit Demo Notifications

Shreeya Dangol

Written by Shreeya Dangol

How to add favorite lead forms?

Shreeya Dangol

Written by Shreeya Dangol

Preferences Settings.

Shreeya Dangol

Written by Shreeya Dangol

How to delete a Client?

Shreeya Dangol

Written by Shreeya Dangol

Managing Phone Numbers

Shreeya Dangol

Written by Shreeya Dangol

How to set up personal email signature?

Mihir Sharma

Written by Mihir Sharma

How to Delete a Client's Application?

Shreeya Dangol

Written by Shreeya Dangol

How to Create a Task from Email/Conversation Tab?

Shreeya Dangol

Written by Shreeya Dangol

How to change premium monthly to premium annual?

Shreeya Dangol

Written by Shreeya Dangol

How to change subscription from basic to premium?

Shreeya Dangol

Written by Shreeya Dangol

How to Export Contact?

Shreeya Dangol

Written by Shreeya Dangol

How to Restore an Archived Lead?

Shreeya Dangol

Written by Shreeya Dangol

How to send SMS from Agentcis Phone App?

Shreeya Dangol

Written by Shreeya Dangol

Applied Intake

Shreeya Dangol

Written by Shreeya Dangol

Billing History with Invoices

Shreeya Dangol

Written by Shreeya Dangol

What is KPI and how to create one?

Shreeya Dangol

Written by Shreeya Dangol

Archiving an Office

Shreeya Dangol

Written by Shreeya Dangol

How to Add Applications in Agentcis Mobile App?

Shreeya Dangol

Written by Shreeya Dangol