Q: Service Workflow.

${vimeo}<a href="311814696">Service Workflow</a> To run any business, the internal business process needs to be in the right place. In Agentcis, those processes are called Workflows. In simple terms, Workflows are service processes to run your client’s applications for various services you offer in your agency business. So, to create a workflow follow the given steps. Step 1- First, click on the add button at the top info bar then, select the workflow option. <img src="https://storage.crisp.chat/users/helpdesk/website/9f3f086d-5e11-409c-8a02-334ab67acdfa/48f756a6-3aa3-43ad-8f36-fe18c8df7c98.jpg" alt="" /> Step 2- Give your workflow a name, for example, I am naming it Australian Education. <img src="https://storage.crisp.chat/users/helpdesk/website/9f3f086d-5e11-409c-8a02-334ab67acdfa/ac656354-33a5-4426-b81f-b275d5ad5671.jpg" alt="" /> Step 3- You can see the two default stages are already here. <img src="https://storage.crisp.chat/users/helpdesk/website/9f3f086d-5e11-409c-8a02-334ab67acdfa/f478a8bf-d1c5-4f77-be06-39b864e278ef.jpg" alt="" /> Step 4- Now add more stages and name all these stages. For example, Application, Offer letter, Fee Payment, COE, Visa Application, Enrollment and Course on-going. <img src="https://storage.crisp.chat/users/helpdesk/website/9f3f086d-5e11-409c-8a02-334ab67acdfa/176a18b2-afa0-44a9-bcb2-dd5fb6047270.jpg" alt="" /> Step 5- To get more control over your process and improve your data in Agentcis, you can make some of the data input compulsory at each stage. Those includes <ul> <li>Intake</li> <li>Start and End Dat</li> </ul>

Question 1

Add Customizable Lead form

Accepted Answer

Create a customizable lead form to get leads from every possible way, such as social media, website exposers, and seminars. Let’s look at the steps below and create a lead form.

Step 1- Click on the Lead Forms option on the top info bar.

Step 2- Click on the manage button.

Step 3 -To create a new Lead Form, click on the Add Lead form button at the top right corner of the page.

Step 4 - Give your form a name at Save form as * field (it is mandatory)

Step 5 - You can add a cover image in your web form from ADD COVER IMAGE section in Add New Lead Form page.

Step 6 - Attach your company logo and give a form title. You can add header text from the field on the right of FORM HEADER section.

Step 7 - Here are two tabs, one for System Fields and the other one is Custom Fields

Question 2

How to change credit card details in Agentcis?

Accepted Answer

To change your credit card details, please follow the given steps.

Step 1- Open Settings.

Step 2- Select the "Subscription and Usage" tab.

Step 3- Click on the " Edit Add-ons Subscription" button.

Step 4- Click on the next button.

Step 5- Delete Previous Card.

Step 6- Click on the Add card button.

Step 7- Add a new card details.

Question 3

Adding Partner and Product

Accepted Answer

Partners are organizations that you represent, such as institutions, universities, visa offices, accommodation providers, and insurance companies.

On the other hand, Products are courses, visa sub-classes, rental services or insurance policies that are offered by Partners in different locations.

For example, Bachelor of Accounting is a Product, offered by our Partner named, Australian Demo University in their Sydney and Melbourne Campuses.

To add a Partner & Product, select a Partner from the quick Add button at the top info bar.

Step 1- Select Master category

Step 2- Select partner type.

Step 3 - Now, Add Partner’s Name. For example, Australian Demo University.

Step 4- Here, add Business Registration Number of Partner. This can be used while invoicing them.

Step 5- Then select workflows, where you want their applications to run.

![](https://storage.crisp.chat/users/helpdesk/website/9f3f086d-5e11-

Question 4

How to create Client Automation?

Accepted Answer

The Client Automation System is a feature which helps the users to automate various activities in Agentcis Application via email (for now). This feature helps our tenants to work effortlessly and reduce lots of manual tasks that they have been conducting at the moment. For example, inform clients on their application stage changes, keep track of start/ end dates and notify the clients, and others. The users can set the Client Automation as per their requirements.

The client automation is the system which reduces many manual tasks and automates it for the users.

How to create client automation?

Step 1- Click on the setting button

Step 2- Now select the Automation Settings

Step 3- Click on the Add button as shown in the image below.

Step 4- As the Create Automation page opens, give the Automation name.

Step 5- Select the associated office.

Step 6- Select the Module. (Lead form, Application, Contacts, or Workflow.)

![](https://storage.crisp.chat/users/helpdesk/website/1a7a1d

Question 5

Service Workflow.

Accepted Answer

${vimeo}Service Workflow

To run any business, the internal business process needs to be in the right place. In Agentcis, those processes are called Workflows.

In simple terms, Workflows are service processes to run your client’s applications for various services you offer in your agency business.

So, to create a workflow follow the given steps.

Step 1- First, click on the add button at the top info bar then, select the workflow option.

Step 2- Give your workflow a name, for example, I am naming it Australian Education.

Step 3- You can see the two default stages are already here.

Step 4- Now add more stages and name all these stages.

For example, Application, Offer letter, Fee Payment, COE, Visa Application, Enrollment and Course on-going.

Step 5- To get more control over your process and improve your data in Agentcis, you can make some of the data input compulsory at each stage. Those includes

Intake
Start and End Dat

Question 6

How do I change Prospects to Clients?

Accepted Answer

To change Prospects to Clients follow the given steps.

Step 1– From Prospects list click on your prospect.

Step 2– Now go to Application tab from the Prospects profile.

Step 3 - Click on the blue Add button on the right corner of the page.

Step 4- Add application pop up will appear. Here, first select the Workflow.

Step 5 - Select associated partner.

Step 6 - Select the requiried product.

Step 7 - Now save the application and your prospect will turn into client.

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