Knowledge Base
Contact Management
10 articles in this category
Written by Amit Ranjitkar
Preference Settings
3 articles in this category
Written by Renuka Shakha
Users Management
10 articles in this category
Written by Renuka Shakha
Document Checklist
Streamline Your Document Collection Process
Written by Aayush Bhattarai
Migrating from Old Automation to New Advanced Automation
Written by Emma Murray
How to Import Partner and Products from Agentcis Database?
Written by Prashant Manandhar
Client Portal
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?
Written by Renuka Shakha
StudyLink Connect Integration
Written by Renuka Shakha
Bulk Import Contacts with Custom Fields
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.
Written by Emma Murray
Email Settings
Written by Renuka Shakha
How to get API Key for StudyLink Connect Integration
Written by Renuka Shakha
How to create a Commission Invoice?
Written by Shreeya Dangol
Office Check-in
Written by Shreeya Dangol
Turning Leads to Client
How to change lead to client? How to convert lead/enquiry to client? Contact Management
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
Written by Renuka Shakha
Match and Auto-Sync Partners and Products
Written by Abhilekh Singh
Upgrading or Downgrading Subscription Plan
How can the plan be changed?
Written by Renuka Shakha
Introducing Classroom Management Feature
Written by Renuka Shakha
Different Roles and Permissions
Written by Rupal Bhardwaj
Setting Email Inbox
Written by Renuka Shakha
How to add Sub Agent and Super Agent in agentcis?
Written by Shreeya Dangol
Sending Client Applications to Institution through Studylink Connect
Written by Renuka Shakha
How to Set or add Payment schedule?
Written by Shreeya Dangol
Introducing Agentcis Email Campaign
Written by Aayush Bhattarai
How to create a Group Invoice?
Written by Shreeya Dangol
Bulk Import Partner or Product
Written by Sumeet Paudel
Create General Invoice
Written by Shreeya Dangol
How to create commission invoice for Super Agent
Written by Shreeya Dangol
Purchase Phone Number
Written by Shreeya Dangol
How to send an SMS in Agentcis?
Written by Renuka Shakha
Reports
Written by Rupal Bhardwaj
How to Calculate Sales forecast for Interested Service?
Written by Renuka Shakha
General Settings
Written by Shreeya Dangol
How to add interested service for contacts?
Written by Shreeya Dangol
Invite User
Written by Shreeya Dangol
How to delete a Client?
Written by Shreeya Dangol
How to set up personal email signature?
Written by Prashant Manandhar
How to create new Advanced Automation?
Written by Renuka Shakha
Workflow Settings
Written by Abhilekh Singh
How to Transfer Ownership?
How can we transfer ownership? How can we change owner? Preferrence Settings
Written by Renuka Shakha
Create a Task
Written by Renuka Shakha
Purchase a Phone Number (Nepal)
Written by Renuka Shakha
Rate Contacts
Written by Shreeya Dangol
How do I use Filters in the Reports?
Written by Mihir Sharma
How to Delete a Prospect/Client?
Written by Shreeya Dangol
Accounts settings
Written by Shreeya Dangol
How to Export Contact?
Written by Shreeya Dangol
How to Delete a Client's Application?
Written by Shreeya Dangol
How to manage promotions?
Written by Shreeya Dangol
Custom Field Setting
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
Written by Renuka Shakha
How to Add a Prospect/Client?
Contact Management
Written by Renuka Shakha
How to create Email templates?
Written by Prashant Manandhar
Agent Import
Written by Shreeya Dangol
How to turn a Prospect into a Client?
Written by Shreeya Dangol
Income Sharing
Written by Shreeya Dangol
Notification Settings
Written by Shreeya Dangol
How to edit add-ons?
Written by Prashant Manandhar
What is KPI and how to create one?
KPI
Written by Renuka Shakha
How to Create Quotation & Quotation Templates ?
Written by Shreeya Dangol
Assigning and Sharing Application with others.
Written by Sumeet Paudel
How to Email individually and In bulk to a Contact?
Written by Shreeya Dangol
Time Zone Set Up
Written by Shreeya Dangol
How to add and edit the Product fee?
Written by Shreeya Dangol
How to Add a Product?
Written by Shreeya Dangol
How to manage an Application?
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?
Written by Renuka Shakha
Payments
Written by Shreeya Dangol
Set Multiple Reminders in Task
Written by Shreeya Dangol
SMS Template
Written by Renuka Shakha
How to share the Web form link?
Written by Shreeya Dangol
How to Set Clients Id Prefix?
Written by Shreeya Dangol
How to Restore an Archived Lead?
Written by Shreeya Dangol
What is a Workflow?
Written by Shreeya Dangol
Document Management
Written by Shreeya Dangol
How to archive a task?
Written by Shreeya Dangol
How to compare Services?
Written by Shreeya Dangol
How to add Payments in an Invoice
Written by Mihir Sharma
How to set an Email Signature?
Written by Shreeya Dangol
How to Add a Follower?
Written by Prashant Manandhar
Quotations
Written by Shreeya Dangol
How to send an email in bulk to Contacts or Partners?
Written by Shreeya Dangol
How to Edit Office Details?
Written by Shreeya Dangol
Custom Role for the Users
Written by Renuka Shakha
How to add Regulatory Compliance?
Written by Prashant Manandhar
How to Proceed or Revert and Discontinue the Application Stages?
Written by Shreeya Dangol
New Office Check-in
The ease of our updated Office Check-In with QR code
Written by Renuka Shakha
How to create Task from Application detail page?
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?
Written by Renuka Shakha
How to quickly search for Courses and Institutes from the Services?
Written by Shreeya Dangol
What is Lead Form?
Written by Shreeya Dangol
How to Delete a lead?
Written by Shreeya Dangol
To Delete Products.
Written by Shreeya Dangol
Who are Prospects?
Written by Shreeya Dangol
Different Activities in Application Stages
Written by Shreeya Dangol
How to transfer Clients, Applications and Task while deactivating user?
Written by Prashant Manandhar
How to add contact filter?
Written by Shreeya Dangol
Buy Credit Balance for Phone Numbers
Written by Shreeya Dangol
How to add favorite lead forms?
Written by Shreeya Dangol
Managing Phone Numbers
Written by Shreeya Dangol
How to set a default ID to search client globally in Agentcis?
Written by Shreeya Dangol
How to Create a Task in Agentcis Mobile App?
Written by Shreeya Dangol
How to Print and Save the Client’s Application?
Written by Prashant Manandhar
How to send bulk SMS in Agentcis?
Written by Renuka Shakha
How to add a single Partner?
Written by Abhilekh Singh
How to Delete a Custom Field?
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?
Written by Renuka Shakha
How to check the SMS logs?
Written by Shreeya Dangol
Billing History with Invoices
Written by Shreeya Dangol
How to Print and Save the Client’s Application?
Written by Rupal Bhardwaj
How to send SMS from Agentcis Phone App?
Written by Shreeya Dangol
Audit Log
Written by Shreeya Dangol
How to Generate Task Reports
Written by Mihir Sharma
What is the Revenue Type?
Written by Prashant Manandhar
Archiving an Office
Written by Shreeya Dangol
To Edit Demo Workflow data
Written by Shreeya Dangol
How to Edit Enquiries/Lead?
Written by Shreeya Dangol
How to Edit or Delete Quotation?
Written by Shreeya Dangol
How to Save/Print or Delete a sent Email?
Written by Shreeya Dangol
How to add Custom Field in Application?
Written by Shreeya Dangol
How to create Task from Partner and Client's detail page?
Written by Shreeya Dangol
How to go from Basic Monthly to Basic Annual?
Written by Shreeya Dangol
Add a New Office
Written by Shreeya Dangol
How to Approve Leads in Bulk?
Written by Shreeya Dangol
What are Demo data?
Written by Shreeya Dangol
Edit or Inactive a User.
Written by Sangita Rawal
How to email Enquiries in bulk?
Written by Shreeya Dangol
To Delete Enquiries
Written by Shreeya Dangol
Office Check-in Settings
Written by Shreeya Dangol
How to change premium monthly to premium annual?
Written by Shreeya Dangol
How to Add Applications in Agentcis Mobile App?
Written by Shreeya Dangol
How to Edit a Prospects/Clients Details?
Written by Shreeya Dangol
How to add Multiple price in product?
Written by Shreeya Dangol
Make an Inactive user Active
Written by Shreeya Dangol
To Edit Demo Notifications
Written by Shreeya Dangol
Which triggers update the Last Updated Date in the clients list?
Written by Mihir Sharma
How to change the billing details for phone subscription?
Written by Shreeya Dangol
To Archive Demo Task
Written by Shreeya Dangol
Applied Intake
Written by Shreeya Dangol
How to Manage Contacts in Agentcis Mobile App?
Written by Renuka Shakha
How to Create a Task from Email/Conversation Tab?
Written by Shreeya Dangol
To delete Active Quotation
Written by Shreeya Dangol
How to Edit Partners?
Written by Mihir Sharma
Post a Feature Request for Agentcis Team
Written by Shreeya Dangol
What is a Secondary office and how to add one?
Written by Renuka Shakha
Nepal SMS
Written by Renuka Shakha
How to view tasks assigned to you?
Written by Rupal Bhardwaj
Notification and Auto - Recharge for Less Balance
Written by Shreeya Dangol
Types of Agents
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?
Written by Renuka Shakha
Buy Credit Balance for Nepali Phone Numbers
Written by Renuka Shakha
How to duplicate an Automation?
Written by Abhilekh Singh
Editing Partners and Products in Application
Written by Prashant Manandhar
How to Cancel Subscription
Written by Renuka Shakha
Sales Forecast
How can we calculate the sales forecast?
Written by Renuka Shakha
Office check in Logs
How to check the activities of the office check in?
Written by Renuka Shakha
Office check in Form
Customizable office check in form
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?
Written by Renuka Shakha