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.

**** -- You will be transferred into Client's Page. Go to Application tab and choose the product (i.e. Degree in thPopularCan 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.
 of your agency.Some readersHow to set email notification for Application stage in queue?
To set Application stage in queue email notification. Follow few simple steps which are given below.
Step 1: Click on your profile picture in the Top Info Bar and select Manage Notification.
Step 2: Click on the "Email" tab.
Step 3: On the "Applications in Stage in Queue" section, checSome 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 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 ****.
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.
 Personal Task - This will enable you to view all the tasks on the basis of contact, task added by, partner and so on.
ii) Office Task Report - This will enable you to view tasks according to the associated primFew readersHow to set up personal email signature?
To set an Email Signature, follow the given steps.
Step 1- Click on the "My Profile" icon and select 'My Email Settings.'
Step 2 - Here you will automatically land on the Personal Email tab, and you can see the Email Signature section.
Step 3- Set your email signature and click on the Save button.Few readers