How to create Client Automation?
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 theVery popularCreate a Task
Task module is recreated for better user experience. Packed with new and improved features which will make your task management much more comfortable and informative.
Without navigating much, you can create a task directly from the Client’s detail page, Partner’s detail page and Application detail page. You can also select a task category to make it more specific and set task priority so that assignee can understand the urgency of the task.
There is more!
You can also add multiple followerVery popularHow to create a Group Invoice?
What is the group invoicing?
In simple words, combining multiple invoices to one invoice is group invoicing. In Agentcis, you can attach all commission invoices which you need to send the same partner and send it all at once.
To do so, follow the given steps.
Step 1 - You need to have an individual gross commission invoice for each client related to the same partner as shown in the image below. If you need assistance creating commission invoice follow the link attached herewith.
[How tVery popularCreate General Invoice
Step 1: From the options, click “General Invoice”
Step 2: A window for adding details related to the invoice is displayed. Fill in the following details.
Choose whether you want to create “Client Invoice” or “Partner Invoice”. Here, Client Invoice is selected.
![](https://storage.crisp.chat/users/helpdesk/website/e5bd0b06-ca74-4345-a73b-0448cbc9Very popularHow to create a Commission Invoice?
This article will help you create an individual commission invoice which you can directly send it to your partner from the system.
We will first create a Gross claim invoice and then Net claimed invoice.
Gross Claim Invoice
Step 1 - Select the Invoice option from the Accounts module.
Step 2 - Click on the "Create Invoice" button at the top right corner of the invoice list page.
![](https://stVery popularSetting Email Inbox
Email inbox needs to be set to connect your email with agentcis inbox. All emails related to your clients and partners will be redirected to agentcis inbox once this set up is done.
To set up your email inbox in Agentcis, follow the given steps.
Step 1- Click on the setting button at the top info bar.
Step 2 - Select the Email settings option.
![](https://storage.crisp.chat/users/helpdesk/website/8689f6823Very popularBulk Import Partner or Product
Uploading data one by one is a very tedious task, so with the help of Agentcis bulk import feature, you can upload all your partner and product data at once.
To bulk import Partner in Agentcis, follow the given steps.
Partner and Product Bulk Import
You can now bulk import Partnerand Product from the Setting page.
Step 1: Click on the Settings button.
Step 2: Select **DatVery popularHow to set an 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 bVery popularHow to Delete a Prospect/Client?
Deletion of Prospect or Clients
To delete a prospect or 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: Click on “Actions“, then a drop down list will appear with options Edit, Email and Archive.
Click on “Archive” option in Clients page, as shown in the image below.
![](https://storage.crisp.chat/users/helpdesk/website/87eb05cb-8Very popularHow to add Sub Agent and Super Agent in agentcis?
To add Sub-agent or Super-agent in agentcis follow the given steps.
Step 1- Select Agent menu from side navigation bar.
Step 2- Click on the Add button.
Step 3- Select the Agent type.
![](https://storage.crisp.chat/users/helpdesk/Very popularHow to Set or add Payment schedule?
To schedule payments for your clients in bulk or individual, you can add payment details and even send the payment schedules directly to the client via email. Furthermore, you can manage its invoicing manually or automate it as you prefer.
First, let's set up the payment schedule for a client from his application. To do so, follow the steps below.
**** - Open the client's application detail page and select " +Setup Payment Schedule " button from the right sectionPopularEmail Settings
Email setting has two main categories, Personal and Company. This page allows you to make general email settings like, assigning host email id and applying email signature. Here, fields with “ ***** ” are mandatory. You can manage your company email from the email settings option and personal email from your profile section.
To manage your Company emails follow the steps below.
Step 1: Open settings from top info bar.
![](https://storage.crisp.chat/users/helpdesk/website/8689f6823PopularAccounts settings
Invoice Settings integrates essential features related to your Company’s Invoice, including Tax Code, Business Registration Number, and Payment details. Tax Code and Rate are defined on Tax and the Payment details added here will be reflected in every invoice types.
You can branch wise add these details to make you invoice more accurate.
Follow the given steps to add multiple payments, tax code details, and multiple business registration numbers.
Step 1 - Click on the Settings button at thePopularHow to create a new Lead Form?
To create a new web form, follow the given steps.
Step 1- Click on the Lead form icon on the top info bar and select manage.
Step 2- To create a new Lead Form, click on the Add Lead form button at the top right corner of the page.
Step 3-GiPopularClient Portal
The Client Portal feature enables your client to follow up with their application and add their personal details including their educational backgrounds in the system by themselves. This feature also provides transparency to clients when it comes to managing their personal information and application. Overall, It helps your client connect with you.
To enable the client portal for your clients, follow the given steps.
Step 1 – Open the client’s detail pagPopularCustom Field Setting
Custom fields are essential to any agency because every agency has there own application and workflow process. Predefined fields of form might not be enough to gather required information in some agencies. So we made it easy for you to add as much section and custom fields as your workflow needs.
Step 1– Click on setting button and select “Custom Field Setting”
Custom Field Setting page will open.PopularInvite User
To invite new user in the system, follow the given steps.
"You have to increase the subscription before you invite any user. If your user limit has crossed, you will not be allowed to add a new user."
"You can also inactive the user who is not using the system anymore and free up the space for new user."
Step 1-To Invite the new user to the system, click on Invite User button on the right corner of the User page.
 listed horizontally. Click on the requires Activity to finish your task.PopularHow to Export Contact?
Step 1- Select the Report module and click on client option.
Step 2- Click on “Export To” button to export and a CSV drop down option will appear.
Now, Click “CSV” to export and Clients list with its details will be downloaded in your computer.
![](https://storage.crisp.chat/users/helpdesk/website/8689f6823a974000Some readersHow to Proceed or Revert and Discontinue the Application Stages?
To Proceed or Revert Application Stage follow the given steps.
Step 1– Open the Application from clients profile.
Step 2– Click on Back to Previous Stage button on the page to revert the Application stage and Proceed to Next Stage button to move on to the next stage of the Application.
To Discontinue the Application.
Step – Open the Application fSome readersNotification Settings
How to manage notifications?
You can manage your notifications from the notification settings. In agentcis notifies you in two ways. One by in-system notifications and two by email notifications.
To manage your in-system notification follow the steps below.
Step 1: Click on your profile picture in the Top Info Bar and select Manage Notification.
Step 2: You will directly land onSome readersHow to turn a Prospect into a Client?
To change your Prospect to a Client,
Step 1- Select the clients menu and click on prospect tab.
Step 2- Then select a Prospect and open the Application tab.
Step 3- Click on the add button on the right corner of the page, bySome readersEmail Templates
This setting feature allows the user to save various email templates so that she/he may easily send out specifically formatted emails to prospects, clients or partners.
Step 1 - This feature can be accessed by going to Setting page
Step 2- Then click on Email Templates settings option.
Step 3 - On the top right corner of the screen, you will find an Add button.
![](https://storage.crisp.chat/useSome readersHow to add a single Partner?
Step 1- To Add a Partner in Agentcis, go to the Partners menu.
Step 2- Click on the Add button and Add Partner form will open. (Fields with"*" are mandatory)
Step 3- Add your Partner Name, Operating Name (if the nameSome readersDocument Management
As an agency, you have to record documents on the various stage of the application process. Agentcis provides you a document management feature through which you can manage your documents within system easily.
You can add documents from within the system or upload it from your computer at the same time.
When a lead submits forms along with documents, those documents get recorded in the Document tab of contact's profile.
 follow the given steps.
Step 1- Open the respective module. (Enquiries, Clients, Prospect or Partner)
Step 2- You can see the check box in front of every name in the list view and one on the list view head too.
Now, to select multiple email receiver click on the individual check box in front of respective Contact or Partner, as shown in the image below.
KPI depends on the parameters that you select for the user and the parameters are,
Sum of added interested service value - this is the sum of estimated sales forecast of client's interested service.
Sum of Application Value - this is the sum of client application's sales forecast.
**SSome readersHow to create commission invoice for Super Agent
To include the super-agent in the invoice, you have to add the super agent in the client's application first.
Follow the steps below to add super-agent in client’s detail page.
Step 1 - Select the client.
Step 2 - Open application tab.
Step 3 - Open client’s application detail page.
![](https://storage.crisp.chat/usersSome readersCustom Role
What is Custom Role Feature?
In an agency, there are various designations. There are Admin officers, Directors, Councilors, Accountants and others. You might also have multiple branches. So to control the access within your offices and employees, Agentcis has this feature called ** Custom role.**
You can create roles and give or block permissions to your staff members.
Note:- This feature is only available to Owner.
**To create a new role and give perSome readersBilling History with Invoices
Now, you will also be able to view and print Invoices of the billing history of your subscription details from the very beginning to the latest payment.
Step 1 : You need to click Subscription and Billing
Step 2 : Then click on the subheading Billing History and this will reveal a page with all your subscription and payment details so far.
![](https://storage.criSome readersHow to Add a Product?
To Add individual product, follow the given steps
Step 1 - Select the product option from add button on top info bar.
Step 2 - Add product name.
Step 3 - Select the partner form list.
Step 4- Select partners branch.
![](https://Some readersMake Inactive user Active.
Step 1- Select the User option from Team menu.
Step 2- You will automatically land on the Active users tab so, open Inactive tab.
Step 3- Click on the Action button of the User from the Inactive Users list.
Now, select "*Some readersWhat are Demo data?
Agentcis have provided you with some demo data in various modules which are listed below. These demo data are integrated for you to see and understand how your original data are displayed in the system.
"We highly suggest, you delete or edit the demo data manually before adding any original data to avoid confusion."
List of modules and number of Demo data in them.
Can Edit only
Workflow- 5
Notification- 6
Can Delete and Edit
Enquiries- 2
Partner- 9
ProductSome readersTo Edit Demo Workflow data,
Step 1 - Click on the Settings button at the top info bar.
Step 2 - Click on the Workflow button.
Step 3 - Click on the Activity button of the Workflow you wish to edit and select Edit.Some readersHow to Calculate Sales forecast?
To check your Sales forecast, follow the given steps.
For Interested services.
Step 1- Select your contact from the list view.
Step 2- Click on the Interested service tab.
Step 3- Click on the blue add button to add inSome readersHow to add and edit the Product fee?
Product fee feature helps you in tracking and recording of payment or installment types. It gets more complicated if clients are from different countries. Each application has its own payment type and commission percentage, it gets really difficult to keep track of this vague section. So, to make this task easier payment schedule feature allows you to add country wise individual product fee.
This feature is primarily accessible to the users who have permission to add product. If you are unablSome readersBulk Import Contacts with Custom Fields
You can import Contacts in bulk with Custom Fields directly from the settings page. No hassle and lesser time consuming. Only efficient quick data import.
Step 1: Click on the **Settings **button.
Step 2: Select Data Import.
Step 3: Select the **Contacts **tab.
![](https://storage.Some readersHow to Restore an Archived Lead?
Go to Archived Tab in Enquiries and from the Action button at the edge of Archived list, select the Restore option.Some readersPayments
Payments list the log or the history of the transactions for payment made by Partners and Clients. You can view the payment details, including the amount and payment type.
Step: Click “Payments” from the Main Menu.
Step: The lists of payments transacted by Clients and Partners are displayed with their brief info, including the amount and paymentSome readersHow to change subscription from basic to premium?
To change your subscription from Basic to premium,
Step1 - Go to settings.
Step 2 - Select Subscription and Billing settings option.
Step 3 - Click on the change plan button.
Step 4 - Click on the “Upgrade” button to upgrade to premium.Some readersHow to add contact filter?
You can now search and segregate your clients by using filters in the contacts list.
Follow the given steps to add and save the filter.
Step 1 - Go to contacts module, any contact, client, prospect or enquiry.
Step 2 - Click on the add new filter button
Step 3 - SelecSome readersAgent Import
Agentcis now allows users to bulk import agents from the Agent List Page by using our CSV template and instead of adding each agent manually, this process is implemented to improve the efficiency of adding a list of agents into the system.
Step 1: Click on Agents from the side navigation bar.
Step 2: Click on Import button in the Agent list page next to the Add button from the top rightSome readersArchiving an Office.
To Archive the Office, go to Teams module and select Offices from side navigation bar.
Step 1- Click on the Archive button at the edge of the offices list as shown in the image below.
"There should be no user associated with the office and make sure all the clients application of associated inactive user are also discontinued."
![](https://storage.crispSome readersWhat is Lead Form?
Web-form is the primary medium for acquiring leads in our system, and now we can customize it.
Yes! We can create a new web form, add a different form title, select the fields according to the agency’s requirement, and we can also create multiple web forms. The web-form is made entirely flexible for your agency.
Each web-form provides a unique URL and QR code so that you can share it in the social media pages or embed it in your website and print out the QR codes in your brochures and pamphleSome readersTo Archive Demo Task.
Step 1- Select the Task option from side navigation bar.
Step 2-You need to select Assigned To Me option from the dropdown menu and you will see Demo task
![](https://storage.crisp.chat/users/helpdesk/website/8689f6823a974000/screen-shot-Some readersHow to archive a task?
Step 1 Open task menu, here you will see the list of tasks assigned to you, all tasks and completed tasks
Step 2 You need to click on the task which you would like to archive and a pop-up window will appear
Step 3 Clicking on the drawer symbol on the topSome readersAdd a New Office
To add a new office follow the given steps.
Step 1- Select the Office option from Team module at the side navigation bar.
Step 2- Now, click on the Add button at the right corner of the office page and Add New Office form will open.
![](https://storage.crisp.chat/users/helpdesk/website/5b5dad1c-29cd-4910-adfc-e6bcd89d4f49/ff1fbe23-b5fb-49e4-8d88-dd8f57aa1bSome readersHow to Edit Enquiries/Lead?
To edit Enquiries, follow the given steps.
Step 1- Select Edit from the activities option from the edge of Enquirer's list.
Step 2- Edit page will open and now make the necessary changes and save.Some readersHow to Delete a Custom Field?
To delete Mandatory fields, firstly you have to remove the data which consists of that particular field from Client’s, Product’s or Partner’s list.
For example, you have to delete a mandatory custom field which you created for Client’s form.
Go to “Clients” from the menu and select the Client which you added using forms withparticular Custom Field.
![](https://storage.crisp.chat/users/helpdesk/website/608e627b-5709-4e4d-9cf2-7621c7fda001/c5bd8122-ee5a-4881-9a40-a765dde7ba00.jpSome readersHow to Delete a Client's Application?
We can not delete an application when it is in process. So, to individually edit status of Application in clients profile. Following are the steps to guide you through.
Step 1- Click on the Clients name.
Step 2- After Client’s profile is open, select the Application whose status needs to be changed.
![](https://storage.crisp.chat/users/helpdesk/webSome readersPreferences Settings.
Preference settings.
All the important details about your company can be set and edited here according to your preferences.
How to Add/edit company profile?
Company profile is the basics and shared information about the company for every user.
To add /edit company details. follow the given steps.
Step 1 - Go to settings from top info bar.
Step 2 - Select the preferences option andSome readersTo Edit Demo Notifications
Step 1- Click on the profile at the top info bar and select Manage Notification
Step 2 - You will see System and Email notifications
Step 3 - To edit email notification, click on the Email tab.
![](https://storage.crisp.chat/users/helpdesk/website/Some readersHow to view Task to you?
There are two ways to view the task.
On the dashboard widget
Form the task module.
Step 1- Go to the task module
Step 2 - Select Assigned to me option from the dropdown menu at task list view page.Some readersHow to create Task from Partner and Client's detail page?
Client’s detail page.
Step 1- Open Partner, Prospect or Client’s detail page from the respective list view.
Step 2- Select the Task tab
Step 3- Click on the “Add” button on the right corner of the page.
![](https://storage.crisp.chat/users/helpdesk/website/8f36ecSome readersTime Zone Set Up
Time Zone SetUp
Set the required time zone in the Agentcis system so that you can view, track, and operate all the activities in the time zone that you follow.
From the Dashboard
Step 1: Go to the Set your TimeZone section on the Dashboard.
Step 2: From the dropdown list, select the time zone you follow.
![](https://storage.crisp.chat/users/helpdesk/website/8689f6823a974000/timezonSome readersHow email Enquiries in bulk?
Step 1– Click on the Checkbox near Name of Enquiries on the list head to select all Enquiries or click on checkbox near every Enquiries name to select multiple enquiries.
Step 2– Select “Send Mail” option on top, which appears after you select multiple Enquiries.
![](https://storage.crisp.chat/users/helpdesk/website/fbcf0d23-a89d-4b4d-9ba2-9e651543054d/Some readersHow to Delete a lead?
To Delete an Enquiry, follow the given steps.
Step 1- Select “Archive” option from the activities option from the edge of Enquirer's list and your Lead will be listed on the Archived tab.
Step 2- Go to Archived Tab and again from the Action button, select the delete option.
Now, Your lead will be deleted.
![](https://storage.crisp.chat/users/helpdeskSome readersHow to manage an Application?
There are various management we can do in Client's Application from the Applications list and they are listed below.
Previous Stage
Next Stage
Discontinue Application
Add Note
Add Documents
Set Due Date
Email
To make these management, click on the "Action" button at the edge of Application list.
Now select the required option andSome readersQuotations
Quotations
Quotations are the financial details of the services that you will be providing to your leads or prospects, based on their choices of partners and products. These documents help your prospect/client decide what products or services best suits their financial capacity.
To access ‘Quotations’, click ‘Quotations’ on the Main Menu on the left side of your screen.
![](https://storage.crisp.chat/users/helpdesk/website/44cce41b-72ca-4d29-98d1-16db55a7e8ec/6281acf7-21b6-47de-b3a7-Some readersHow to do Zapier Authentication?
Follow the given steps to Authenticate Agentcis application in Zapier.
Step 1 - Sign up to Zapier via Zapier.com
Step 2 - Click on the Make a zap option
Step 3 - On the trigger section search Agentcis.
Step 4 - Click on the Agentcis from the search result.
![](https://stSome readersEdit or Inactive a user.
Step 1- Select the User option from the Team menu.
Step 2- Now click on the action button on the end of the user's list and select Make them the inactive option and the User will be listed in the Inactive tab.
Step 3- SeSome readersTo Delete Enquiries
Step 1- Select the Enquiries option from the side navigation bar.
Step 2-Click on the Action button at the edge of the Enquiries List view and Select Archive option.
Step 3- Go to the Archive tab.
![](https://storage.crisp.Some readersHow to Set Clients Id Prefix?
Clients ID – For the records and future use of data, it is very important for clients to be segregated properly. It is very difficult to identify each client by their names and sometimes they might have matching names where data handling will get confusing. Previously we could add clients Id manually in the system and auto-generated client’s id was also provided but was not visible. Now with this feature, you can segregate them more clearly by adding prefixes to your client’s id and can search tSome readersTo Delete Products.
Step 1- Select the Product option from the Side navigation bar.
Step 2- Open Clients detail page from Products profile.
Step 3- Click on the Application tab, because you land on the Action tab automatically after you open thSome readersWhat is a 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 in 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.
This setting page allows Owner and Admin to create, view and manage workflow, related to the service offered by your Agency. By default, Agentcis provides one workflowSome readersHow to Create Quotation & Quotation Templates ?
To create quotation follow the given steps.
Step 1 - Go to Quotation menu.
Step 2 - On the top right side of your screen, you will find a ‘Create Quotation’ button.
Step 3 - By clicking on this button, a dialogue boxSome readersActions in Lead Form
To edit a created web lead form,
Step 1- Click on the actions button at the edge of Lead Form’s list view, as shown in the image below.
Step 2- Select the Edit option.
Step 3- As the Edit page opens, make the necessary changes and save.
![](https://storage.crSome readersHow to Edit a Prospects/Clients details?
Step 1- Go to Clients list from Clients menu.
Step 2- Now click on the Actions button as shown in the image below and select the Edit option.
Step 3- Now, the Edit page will open. Make necessary changes and Click on the SSome readersHow to add interested service for contacts?
To create interested service, follow the given steps.
Step 1 - Go to interested service tab from contacts detail page.
Step 2 - Click on "Add button".
Step 3 - On the Add Interested service pop-up, Select the workflow.
Step 4 -Some readersHow to Edit or Delete Quotation?
To Edit your Quotation, click on the Actions button and select the edit option from drop-down list.
To Delete your Quotation
Step 1- Click on the action button, next to preview. You will see options in the drop down list and select Archive option.
Step 2-Some readersHow to Print and Save the Client’s Application.
Step 1- Clicking on the Print button on the Client's Application profile.
Data opens in PDF format and then you can Download and Save all the activities.Some readersHow to create Task from Application detail page?
You get to add task whenever and wherever you require. In this article, we will add a task from the client's application detail page. To do so, follow the steps below.
Step 1 - Go to the client's detail page and open the Application tab.
Step 2 - Open the Application detail page.
Step 3 - Over the Application stage, yoSome readersHow to change premium monthly to premium annual?
To change from premium monthly to premium annual.
Step 1 - Go to settings
Step 2 - Select Subscription and Billing settings.
Step 3 - Click on change plan button to proceed.
Step 4 - Select "Annual Plan"
![](https://storage.crisp.chaSome readersHow to add Multiple price in product?
With this feature, we can now include the product fees while adding a product in the system and directly add it up to a quotation. You will no longer have to create a separate quotation each time your client requires.
To add Multiple Product Fees.
Step 1 – Go to the Products menu.
Step 2 - Click on the Product Name to add multiple prices for.
![](https://storage.crisp.chat/users/helpdesk/website/868Some readersAudit log.
Agentcis has integrated Audit log into the side navigation bar as shown in the image below.
Uniquely designed for the security purpose, this feature records a log whenever any user logs in or tries to log in the system. You can see the log-in details including browser they are using, and an email address every of any user or nonuser attempting to access the Agentcis system.
![](https://storage.crisp.chat/users/helpdesk/website/6aed6ef2-04ff-4d16-a277-636867de17be/601b2ddd-2409-4fc4-a335-92dSome readersHow to Approve lead in bulk?
Step – Check on the checkbox next to Enquiries name. You can select as many Enquiries as you require as shown in the image below or select all by clicking on the check box next to Name on the table head.
Step – Now, Click on the “Approve” button on the top, next to Send Mail. Your multiple enquiry will be Approved.
![](https://storage.crisp.chat/users/helpdSome readersHow to Edit Office details?
To Edit Office details, follow the given steps.
Step 1- Click on your avatar at the top info bar and then click on My Office.
Step 2- You will be redirected to the Office profile.
Step 3- Now, click on the Edit button atSome readersHow to quickly search for Courses and Institutes from the Services?
Step 1 - Go to Services from the side navigation bar.
Step 2 – Select the required option from “Search for” dropdown,
Step 3 – Type in the Institution or Course name and click on the “Search” button.
Step 4 – The aSome readersHow to Save/Print or Delete a sent Email?
To Save or Print an email, follow the given steps.
Step 1- Click on the Mail button at the top info bar.
Step 2- Now select the Outbox option.
Step 3- Open the Sent Email which you want to print.
Step 4- Click on theSome readersHow to compare services?
To compare the services please follow the steps below.
Step 1 - Go to Service Page from the side navigation bar.
Step 2 - Select your service category.
Step 3 - Add your service keyword. For example “Business”
![](https://storage.crisp.chat/users/helpdesk/websSome readersTo delete Active Quotation
Step 1- Select the Quotation option.
Step 2- Go to Active Quotation tab.
Step 3- Click on the Action button and select the Archive option.
![](https://storage.crisp.chat/users/helpdesk/website/a2d6e37e-ea28-4192-9faf-464f8bSome readersHow to edit add-ons?
For adding add-ons, please follow the following steps.
Step 1 - Go to settings from top info bar.
Step 2 - Select the Subscription and Billing settings option.
Step 4 - Click on the “Edit Add-on” button.
Step 5 - Here, you can add usSome readersHow to rate Contact?
Rate your clients depending upon different priorities, for example, the possibility of taking your service or client with nearing intake date. You can also quickly view the rating on the contact’s list view and align your work accordingly.
To rate your clients, follow the given steps.
Step 1- Select your contact from list view.
Step 2- On the personal deFew readersApplied Intake
To set applied intake, follow the given steps.
Step 1- Go to clients detail page.
Step 2- Open the in- progress application
Step 3- On the right side of the page, you can see the applied intake field.
![](https://storage.crisp.chat/users/helpdesk/website/5c5849c9-ab67-4257-965a-0dfc30014347/2e91e11b-fb5f-4ae9-b115-4eFew readersHow to go from Basic Monthly to Basic Annual?
To change your subscription from basic monthly to basic annual follow the steps below.
Step 1 - Go to settings from top info bar.
Step 2 - Select “subscription and uses” option.
Step 3 - Click on the change plan option.
Step 4 - ClickFew readersGmail Integration
Agentcis now allows you to completely integrate your Gmail account with Agentcis so that you synchronize all your emails that are sent and received through Agentcis.
To integrate Gmail with your Agentcis account:
Step 1: Go to the profile section from the top info bar.
Step 2: Select My Email Setting.
![](https://storage.crisp.chat/users/helpdesk/website/8689f6823a9Few readersHow to Email individually and In bulk to a Prospect/Client
Step 1- To Email Prospect/Client individually, Click on the Action button of the Prospect/Client's list.
Step 2- Now select the Email option and the Compose email pop up will appear. Here, compose your email and send.
To send bulk Email to Prospect/Client
Step 1– Click on the Check Box next to the Clients nameFew readersHow to add favorite lead forms?
Less browsing and quick access. You don’t have to go to a whole new page to access your lead form, it is now located on the top info bar and is directly accessible from any part of Agentcis. No need for hassling around the pages.
To add your favorite lead form in quick lead form list, follow the given steps.
Step 1 – Select the "Web lead form" icon from the top info bar.
Step 2 - Click on the manage buttonFew readersMatch and Auto-Sync Partners and Products
No more worrying about keeping your partners and product details up to date. Just enable the match and auto-sync feature and relax. This feature will automatically match manually added data with Agentcis master database and upgrade it for you.
To enable Match and Auto-Sync in Partner and Product, please follow the given steps:
Step 1: First go to the Partners list page from the Side Navigation Bar.
