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Getting Started

New to the system? This collection will help you to understand initial steps to setup your Agentcis system.

Logging into Agentcis Portal

Demo Data Deletion

Forget Password 

Personal Profile Setup

Notification Setting

Personal Email Inbox Forwarding

Workflow

Activating & Using Client Portal

Creating a workflow

Managing workflows

Useful Links

Company Email Inbox Forwarding

Contact Import (lead and prospect)

Tag Management in Agentcis

Preference Settings

Setting Company Profile

Domain Information

Transferring Ownership

Domain White Labeling & Custom URL Branding

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