How to change credit card details in Agentcis?
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 buttoVery popularHow do I change Prospects to Clients?
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 cornerVery popularCan I send bulk emails to the Clients?
Yes, you can send bulk emails to the Clients by following few simple steps.
Step – Click on the "Check Box” next to the Clients name to select all or individually.
Step – Select "Send Mail” option above the list and compose mail form will open.
![](https://storage.crisp.chat/users/helpdesk/website/1a754e3e-848c-41c3-acac-0c7e1161e565/fa0fb9af-58e0-4b86Very popularHow can I invite new User to the system?
To Invite the new user to the system, click on “*User**” on the quick add button.
A pop-up form will appear. Fields with “*” are mandatory.
Fill in the information and click on “Invite” button at the end of the form.PopularWhat is Commission Invoice / General Invoice?
Commission invoice
Commission invoice can be generated for Net Claim and Gross Claim.
Net Claim: In this invoice, overall payment is made by a client to the agency, where agency deducts its commission including tax and makes remaining payment to the Partner.
Gross Claim: In this invoice, the overall payment is made by a client to the Partner directly, where agency claims its commission from the Partner.
General Invoices
General Invoices are invoices created foPopularCan I edit/delete the Clients?
Yes, you can edit/delete Clients. To delete a client, it is mandatory for it to be Archived.
Archiving Client
" **A Client can be Archived, only if all the application in client’s profile is either complete or discontinued. "
Step 1- Click on “ Actions “, then a drop-down list will appear with options Edit, Email, and Archive.
To edit a client just click on the edit option and make the necessary changes.
Step 2- Click on “ Archive ” option in Clients page, as shoPopularHow to Add/Remove users from the subscription?
You can always add or reduce the number of users from the subscription as per you requirement. Let's look into the steps to Add and Reduce the number of user.
To Add users follow the given steps,
Step 1 - Go to Settings from top info bar.
Step 2 - Select the Subscription and Users option.
Step 3 - Click on the Edit Add-onPopularCan I add the same Partners in Two Workflows?
Yes, We can add the same partner in Multiple Workflows.
We can directly add it while importing CSV file or by following steps.
Step 1 – Select "Edit" option from "Actions" button at the edge of partner's list .
Step 2 - Now, as edit page displays, select Service Workflow field and choose multiple workflows.
 “ are mandatory. Fill up with the required information.
![](https://storage.crisp.chat/users/helpdesk/website/f130e898-6cf2-4e51-bebb-cb00d9ecf4c2/0Some readersWhat are the different types of Report I can generate?
You can generate three main types of Reports and they are Client, Application and Invoice.Some readersCan I delete/edit Invoices?
If you are in an owner role of the system or if you have the permission to delete the invoices then you can delete any Invoices by clicking on the Actions option to Delete from the Invoice list as shown in the image below else only the creator of the invoice can delete the respective invoice.Some readersHow do I use Filters in the Reports?
Click on “Filter Button” on the right-hand of the page.
You can select predefined filter attributes so that only related data is displayed on the screenSome readersHow many Offices can I create?
You can create Unlimited Offices.Some readersHow can I add a new Application?
There is 4 to add application:
Step 1- Open the client’s detail page.
Step 2- Go to the Application tab.
Step 3- Click on the blue “Add” button at the right corner of the page.
StepSome readersHow many workflows can I create?
We can create "Unlimited" workflows.Some readersHow many Products I can create?
You can create Unlimited Products.Some readersHow to add Check-in the client?
To record your client’s check in and check out time along with a log of waiting and attended timing, follow the given steps.
Click on the Check-in button at the top info bar.
As create office check-in pop up displays, select your contact _(Contact includes Leads, Prospect, and Clients. In case of a new visitor, you have to add them as leads and then crSome readersHow do I change Leads from the Enquiries to Prospects?
As soon as any lead is approved and assigned to an assignee, it is moved to the next phase of the contact, which is Prospect.
To do so follow the given steps.
Step 1 – Go to “ Action ” option and “ Approve " the lead. Now the leads from the Enquiries will become Prospects.
"Or"
Approve from the Enquiries details page.
 of your agency.Some readersWhat is the use of creating a Quotation Template?
Quotation Templates are pre-made Quotation which is saved for recurring use.Some readersWhy can’t I Invite new Users to the system?
You cannot Invite Users to the system if you have crossed the user subscription plan.Some readersWhat are the different default User Roles?
Default User Roles are listed below.
Owner
Admin
Manager
Accountant
Counselor
Sub-agent
Operator
Super AdminSome readersWhat are Custom Fields and how can I create those fields?
As every agency has their own application and workflow process. Predefined fields of form might not be enough to gather required information. Fields which can be included in Clients, Partners and Product’s form, manually by the Owner are Custom Fields.
To Add a Custom Field, go through following steps.
Step 1 – Click on Setting button from the top info bar.
Step 2- Select Custom Fields tab.
!Some readersWhat is Income Sharing part of the Invoice?
The section where you separate a part of income for your referrer or sub-agent is Income Sharing part of the invoice.Some readersHow many Partners I can create?
You can create unlimited partners.Some readersCan I set Multiple Invoice Schedule?
Yes, you can set Multiple Invoice Schedule by going in the **** profile
Step – Here you can set Multiple Invoice dates using “ Set Invoice Schedule ” on the right side of the page.Some readersHow many applications can I run for the same client?
You can run “ Unlimited Application " for the same client.Some readersHow can I create a new branch office?
To create a new branch office.
Step: Click “Add” to add an office from Offices section
Step: A page for adding new office will be displayed as shown below. Fields marked with “*“ are mandatory. Fill up with the following information:
Add your Office Name
![](https://storage.crisp.chat/users/helpdesk/website/2fb617b9-22b4-4629-afb1-20Some readersWho are the Prospects?
Prospects are your clients who are assigned to a team member but has not started any applications with you. In simple words, clients who have not yet taken any of your services are prospects in agentcis.Some readersCan I receive payments in partial while creating Invoices?
Yes, you can receive partial payments while creating an invoice by adding the payments detail in creating invoice page.Some readersHow to copy the Embedding link or download a QR code?
To copy Embedding Link and QR Code for the Lead Form.
Step 1 - Click on the Leadform Icon.
Step 2 - Click on the manage button.
Step 3 - Click on the actions button at the edge of Lead Form’s list view, as shown in the image below. Click on the "Copy Embed Code" to Embed the web form on your website, orSome readersCan I transfer the Owner Role?
Yes, if you are an Owner you can transfer your Owner Role by following the given steps.
The role can be only transferred to the Admin who has access of very branch offices.
Step 1 - Go to Settings from the top info bar.
Step 2 - Click on Preferences tab.
Step 3 - Select Domain InformationFew readersCan anyone other than Assignee view or edit the Tasks?
Everyone can view Task but if the User is from the same office, they can only edit Subject and Description of the Task. Whereas an Assignee can edit entire task details.Few readersCan I revert the Client into Prospect?
No, we cannot turn a Client back to a Prospect.
Rather we can use the Client's detail and add his/her as a new prospect.
To do so, follow the given steps.
Step 1- Note all the details about client.
Follow the given steps to Add a Prospect.
Step 2- Go to Client menu and you will automatically land on the Clients tab.
Step 3- To add a Prospect/ Client, click “Add” button at the right corner of theFew readersWhat does it mean by Unpaid Invoices, and Paid Invoices?
1. Unpaid Invoices
Unpaid Invoices are invoices that have been sent to the Clients or Partners but are not yet paid. Unpaid invoices are categorized as per the invoice types
Commission Invoices
Net ClaimGross ClaimGeneral InvoiceClient General InvoicePartner General Invoice
2. Paid Invoices
Paid Invoices are invoices that have been paid by the respective clients and partners to whom the invoices were billed. Paid invoices are categorized as per the invoice types – CFew readersWhere can I see the details of Invoices I have set?
You can see the detail of Invoices set by you in “ To Do Invoices " menu in Accountsmain menu.
It will be listed in To Do Invoices as we have only created but not used that invoice.Few readersCan I export the list of Products from the system?
Similar to Partner, you will find an “ Export to ” button before Add button. Click on it.
Step 1– CSV drop-down option will appear. Select CSV and a Ms Excel file will be downloaded, where your products are listed.Few readersCan I delete/edit Products?
Yes, deletion or editing product is possible if it not associated with any client's application. Application status should be either Discontinued or Completed.
Now, to Edit a product you can simply click on the “Activity button” on the edge of Product’s list.
If a product is not “in progress” in any Application, you can simply delete it, else you willFew readersHow to Delete a workflow?
You can only delete the workflow where no Application is associated.
Step 1 - To delete the Workflow, click on the Action button.
Step 2 - Select Deactivate option.
Step 3 - Again, click on the Action button and select Delete.Few readersCan I delete/edit Users?
You can not delete User, but you can make them Inactive.
Yes, you can edit Users. To do so, follow the following steps
Step 1 - Click on Teams then select Users.
Step 2 - Click on the Activity button of the user and click on Edit to edit their details.
Step 3 - Edit required fields.Few readersHow Add/remove card from the system?
You can always Add your card to make payments and Remove your card to avoid auto payments from the system.
To Add your card details, 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.
![](https://storage.crFew readersHow to revert Client to Prospect?
To turn your client back to prospect, follow the given steps.
Go to client's profile.
Select the Application tab.
Open the application and dFew readersHow to make a lead form Inactive?
To Make the Lead Form Active and Inactive.
Step 1- Click on the actions button at the edge of Lead Form’s list view, as shown in the image below.
Step 2- Click on the make Inactive option from the drop-down actions list.
Step 3- The status of you Lead form will become Inactive.
![](https://storage.crisp.chatFew readersHow to use First Reminder & Second Reminder for dates and for days in the queue?
In case of Dates, the system will send an Email Notification to the User on the First Reminder date which you can set manually from Notification Setting and again, sends another Email Notification a few days later which you can set manually too on conditions like, Application Start Date Approaching, Application End Date Approaching, Visa Expiry Date is Approaching, Appointment Approaching, Task is Due for, and Todo invoice is due for.
In case of Days of Queue, conditionsFew readersHow to set Notification triggers for different activities in the system?
Step 1: Click on your profile picture in the Top Info Bar and select Manage Notification.
Step 2: Select which System notifications you want.
Step 3: For email notifications, go to the Email tab and select the required notifications along with reminder days.
![](https://storageFew readersWhat are the actions that I can perform in each Application Workflow Stages?
Actions you can perform in each Application Workflow Stages are
Add notes
Add documents
Add Appointment
Email.Few readersHow do I create and send Quotation to Clients?
To create Quotations, go to “ Quotation " main menu.
Create Quotation
On the top right side of your screen, you will find a ‘ Create Quotation ’ button.
By clicking on this button, a dialogue box will appear that allFew readersHow to share the web-form?
There are multiple ways to share a lead-form but we will go through the easiest way.
To know how to share lead form, follow the given steps.
Step 1 - Go to the lead form list from the top navigation bar.
Step 2 - Now, edit the lead form you want to share.
Step 3 - Scroll to end and select the medium to share leadFew readersHow to add Mandatory Fields in Lead form?
If you require to add a mandatory field in the lead form, follow the given steps.
Step 1 – First you have to create a custom field, so click on the “Settings.”
Step 2 – Select the Custom Field settings option.
Step 3 – Click on the “Add Field” button.
** -- You will be transferred into Client's Page. Go to Application** tab and choose the product (i.e. Degree in thFew readersHow to enable System notifications?
To enable your system notification, follow the given steps.
Step 1: Click on your profile picture in the Top Info Bar and select Manage Notification
Step 2: You will land on the System Notification Tab automatically and you can enable the options to receive notifications.
If you enable “A Prospect or Client is assigned” option, you will receive a notification when you areFew readersWhat is Workflow?
Workflows are key business processes involved in a complete delivery of service your agency provides. There are different stages involved in this process. Stages of the workflow are the processes a client has to go through in order to acquire a complete set of services. These stages can be added or edited by the Owner/Admin User.Few readersCan I export the list of my Prospects from the system?
To export Prospects list from the system,
Step – Click on “ Export to ” button near “ Add ” button. Then click on CSV drop down option and Prospects list will be downloaded.Few readersHow to create my Email Signature?
To set an Email Signature, follow the given steps.
Step 1- Click on the "Settings" button from top info bar and select Email Settings.
Step 2- Here you will automatically land on the Personal tab, and you can see the Email Signature section.
Step 3- Set your email signature and click on the Save bFew readersHow can I add Partners?
To add a partner follow the given steps.
Step 1 – Select Partners menu from side navigation bar.
Step 2- Click on “ Add " button on the right-hand side of the page.
Step 3- A form for adding information about your pFew readersHow do I change my Company Logo?
Go to Settings > Company Profile and Upload the jpg, jpeg, and png file to change your company logo.Few readersHow to Edit a Lead Form?
We can create unlimited lead forms but, some lead forms eventually become useless after an event or so. Why not edit them and re-use it for other events.
To edit existing lead form, follow the given steps.
Step 1- Open lead form list from the top info bar.
Step 2- Click on the Action button of the existing lead form.
![](https://storage.crisp.Few readersHow to Add a custom field in Client's Form?
To add Custom fields in the clients’ form follow the given steps.
Step 1– From the “ Settings " button, select " Custom Fields " setting.
-->
Step 2– Select “ Add Field " option on the page.
![](https://storage.crisp.chat/users/helpdesk/website/1ca1c2c8-9f4d-4931-8603-a45e4d6fc1fc/23aef1c6-effc-41d3-af42-eb4Few readersHow to make Users inactive?
Step 1 - Go to Teams and select Users from the side info bar.
Step 2 - Click on the Activity button of the user to make them inactive and click on Make Inactive.Few readersHow can I view the performance of each branch I have created?
From the dashboard, select your branch and overview of the branch’s performance is displayed.Few readersCan I export the list of Partners from the system?
Yes, you can export the list of partners from the system.
Step 1 – Click on the "Export To" button from the partners’ page.
Step 2 – Click on the “ CSV ” drop-down option. MS Excel sheet with a list of your Partners will be downloaded.
![](https://storage.crisp.chat/users/helpdesk/website/0434c6e3-45a3-4beb-b2f6-932cdb487466/364d4eb6-cdcb-4b32-9c01-058Few readersCan I send bulk emails to the Prospects?
Yes, we can send bulk email to the Prospects by following given steps.
Step – Click on the “ Check Box " next to the prospects name to select all or individually.
Step – Select “ Send Mail " option above the list and compose mail form will open.
![](https://storage.crisp.chat/users/helpdesk/website/e3ce0833-73d1-4897-a1d0-45b568c69830/62af6713-846a-4f1Few readersCan I show fee structure for different Partners in a Quotation?
Yes, to show fee structure for different Partners in a Quotation go to “ Create Quotation “. You can “ Add Newline ” at the bottom of the list. You can Add Quotations for different Partners.
Now, a form will pop-up whereFew readersIf I have to stop the Application process, how can I do that?
To stop the Application process you have to follow few steps.
Step 1– Open the Application from clients profile.
Step 2– Click on” Discontinue ” button on the page.
Then, you will have to add reasons for discontinuing the Application and your Application will be suFew readersCan I edit my role in the system?
If you are the Owner, you can shift the role to others but if you have been assigned to some other role like admin or manager, in these case you are not allowed to edit your job role.Few readersCan I edit/delete the Prospects?
Yes, you can edit/delete the Prospects.
To Edit: In Prospects list click on “ Actions ” and select “ Edit ".
As the Edit page opens, you can edit any information needed as shown in the image below.
Deletion of ProsFew readersCan I save and download all the activities performed in an Application?
Yes, you can save and download all the activities performed in an Application by clicking on the "Print” button on the Application profile.
Data opens in PDF format and then you can Download and Save all the activities.Few readersCan I delete edit/edit Tasks?
Yes, to delete a task select the “Red Trash” button on the “Actions” of the Task list.
Step – To Edit, select a task from the task list.
Step – In Task page click on the edit symbol next to Status, Assignee, Due date, aFew readersWhere do I find the Clients who have submitted the Web Form?
Clients who have submitted the web form will directly be listed in Enquires section. To view the Enquirers list, Select the Enquiries menu from side navigation bar as shown in the image below.
The you will see the List view of the enquirer's who came via Web- Form.
![](https://storage.crisp.chat/users/helpdesk/website/7bcbfcd8-8a58-4e66-8206-e065ed01304f/2fcFew readersCan I edit/delete the Enquiries?
Yes, you can Edit/delete your Enquiries by following few simple steps.
Step 1- To edit Select " Edit " from the activities option on Enquiries page.
Only Archived enquiry is possible to be deleted and to delete an enquiry, first archive it and then click on the actions on the archived page. A drop-down list with options ‘Restore‘ and ‘ Delete ‘Few readersWho are the Partners?
Partners are any institute or organization that you are associated with. If you are an educational agency it can be any University, Colleges or Schools and if you are a migration office it can be any Immigration offices, Visa offices, Accommodation Providers or Insurance Companies.Few readersHow can I add Clients in bulk?
You can add the Clients in bulk. Similar to Prospect, Partner, and Product you have to click on the “ Import ” button on the right-hand corner.
Step 1– You will get a Download option to “ Download Template ”. An Excel file will be downloaded.
![](https://storage.crisp.chat/users/helpdesk/website/8f2780b4-8062-4e30-a216-169beb329c72/f2721910Few readersCan I add special description for an Invoice?
Yes, in create Invoice page you will find a section Add Notes as shown in the image below. Here, you can add you the special description for an Invoice.Few readersCan I delete/edit Partners?
Yes, deletion or editing partner is possible but any client's application associated with particular partner should be either complete or discontinued.
You can not delete an in-progress Application.
To edit a partner you can simply click on the “Activity button” on the edge of Partner’s list.
Partners detail will appear, where you can easily edit anFew readersCan I send bulk emails from the Report section?
Yes, you can send bulk email from the Report section.
Step – Click on the Checkbox next to reports category to select all or individually.
Step – As you check the Checkboxes, a Send mail button will appear on the screen. Click on it
![](https://storage.crisp.chat/users/helpdesk/website/1b439e6c-3bab-4811-98c5-c05601550eb1/7d3c5322-9065-4f1b-a6f4-6fee6aFew readersCan I go back to the previous stage once I have moved ahead?
Yes, you can go back to the previous stage of Workflow.
Step 1 – Open the Application from clients profile.
Step 2– Click on ” Back to Previous Stage ” button on the page.Few readersWhom can I transfer the Owner Role to?
You can transfer Owner Role to an “ Admin ” who has access to all the branches.Few readersHow can I add multiple Partners into the system at once?
To add multiple Partners at a time follow the given steps.
Step 1– Click on “ Import " button next to Add button in the Partner’s page.
Step 2– Download template option will open. Download the CSV template and list all your partners in the downloaded sheet. Here, Partners name, Email address, Country and Currency Code are the mandatory fields.Few readersCan every User Role view the Report?
If the Users are from the same office, every User can view “Client” and “Application” reports but Users who do not have access to Invoices like Counselor and Sub-Agent will not be able to view Invoice Report, even if they are accessible to the same office.Few readersCan I provide discount while creating Invoice?
Yes, we can provide discount while creating Commission Invoice only.
To do so, go to Client's Account and Create commission invoice.
A new invoice will pop up and there you can see the option to provide the discount as shown in the image below.Few readersHow to add Prospect in bulk?
To add Prospect in bulk, follow the given steps.
Step 1 – Select the “ Import " option from Prospect page.
Step 2– As the download template wizard opens. Click on “ Download Template " button.
Step 3– Now, the CSV fileFew readersHow can I attach the Invoice copy while sending an email?
Click on “ Send ” button on the Invoice.
Now, check the Invoice checkbox on the Compose Email, which will attach Invoice to your Email.Few readersWhat is Start Date and End Date used For?
Start Date and End Date are simply starting and end date of the client’s program.
This feature helps you to maintain great communication with your clients and will also help you retain your client. You can simply set email notifications so that you get notified days before the client’s program starts or ends. This way you make sure that students do not miss their enrollment and can also connect with the clients when their program is over to communicate about their further interested program.Few readersCan I delete/edit Quotation?
To Edit a Quotation,
Click on the Action button and select the Edit option to make necessary changes.
Similar to client’s deletion, your Quotation must be Archived.
To delete a quotation;
Step: In actions, click on "Delete” option.
![](https://storage.crisp.chat/users/helpdesk/website/8655d80e-d722-4d26-8235-0bcabc6f848e/d36a18d1-2751-4dc1-9213-d64Few readersHow to Transfer Clients of Existing Assignee?
-- Go to Client Tab
-- From Client Page, Choose a client that you would like to have different assignee.
-- You will be transferred in Client information page. Scroll down until you find internal section and Select the assignee that youFew readersDo I get pre- made templates for Email?
No, but if you have Added the Email Templates, you will find those Email templates from
Step 1 - Go to settings from the top info bar.
Step 2 - Click on the Email Templates tab.
Step 3 - To add new templates click on the Add button.
![](https://storage.crisp.chat/users/helpdesk/website/8689f6823a97Few readersHow to delete a Client?
**** -- In order to Discontinue the application, Go to Application sub-tab and Click Discontinue
**** -- Once all of the application are Discontinue, you can Archieve the Client afterwards.
![](https://storage.crisp.chat/users/helpdesk/website/8689f6823a974000/46_150inzFew readersHow to Edit Group Invoice?
**- Go to Accounts Tab. Drop down button will appear and click Group Invoice Tab**
**- Choose from the list the invoice that you want to edit by pressing the Detail Tab**
****- Group invoice list will appear. Select the group invoice fFew readersHow to upload Documents in Client Application stages?
You can easily upload Documents directly in Client's Application stage when you require. Follow the given steps to do so.
Step 1 - Go to the application tab in client's profile and open the in progress application.
Step 2 - Now, hover towards the edge of application stage and click on the "Add Document" icon.Few readersHow to inactive Agents?
In order to Inactive the Agents, follow these steps:
****: Go to Agents Tab
****: Pick agent that you would like to inactivate by pressing dot button on the right.
****: Once you press Inactive buttFew readersHow to update Product Fee & Discount in Client Application page?
Product fee might differ depending up on client. Some might get scholarship, some might get special discounts and there are many other reasons for price to vary from client to client. Do not worry, you do not require change your default fee. Rather you can change the product fees and add discounts for one particular client's application when required.
Follow the given steps to update product fee and discounts in clients application.
Step 1 - Open the clients application where you require to uFew readersWhat is Partner's Client ID in Client Application page? How to update it?
The unique ID sent by the college for a student while processing their application is Partner's Client ID. You can track this important ID in the client's application detail page by following the given steps.
Step 1 - Open the application where you require to add partner's Client ID.
Step 2 - On the Application detail section, click on the Partner's Client ID field.
![](https://storage.crisp.chat/uFew readersWhat is Start & End Date in Client Application page? How to update it?
The start and end dates are listed on client's COE. The dates range expected to complete client's course are known as start and end dates. Which you can track on client's application detail page to follow up with them in future and provide further services they might require after their courses are over.
For example, Client’s Bachelor of Nursing starts on 15 July 2018 and ends on 30 June 2020. Similarly, in the case of other applications, you can enter the start and end date of Visa, InsuranceFew readersHow to update intake date in Client Application page?
You can track your client's application intake date to keep track of it in their respective application detail page. To do so please follow the given steps.
Step 1 - Open the client's application where you require to add the intake date.
Step 2 - Click on the "Applied Intake" field on the right section of application detail page.
![](https://storage.crisp.chat/users/helpdesk/website/8689f6823a974000/iFew readersHow to update Commissions in Product Fee of the Client Application page?
Change the commission percentage when you require directly from client's application page. To do so follow the given steps.
Step 1 - Go to the client's application page where you require to update the commission percentage.
Step 2 - Click on the edit product fee section from the application detail page.
SteFew readersHow to change the In Progress status to Complete status in Application?
Application shows 2 status in the Application list : In Progress and Completed .In order to change the In Progress status to Complete status in Application, follow these step:
**** - From Application tab, press the "Proceed to Next Stage"
**** - Every stages have passFew readers
