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Knowledge Base
Knowledge Base
This collections includes all A-Z guides on all modules of the Agentcis system.
Contact Management
Understanding contacts
Managing Enquiries and Converting them to Prospect
Converting Prospect to Client
Adding New Contact
Finding or Searching Contacts
Editing Contact details
Changing assignees
Archiving Contacts
Ratings contacts - Hot, Warm, Cold, Lost
What is a Lead Form?
How to create a lead form with custom fields?
New Office Check in
Defining Custom Field and Different Types of Custom Fields
Creating Custom Field
Managing Custom Fields
Deactivating and Deleting the Custom Field
How to share a lead form?
Managing Lead Forms
Importing contacts
Office Check in Settings
Bulk Archive Enquiries
Bulk Archive Prospects
Assignee Leads in Bulk
Classroom Management
Service Search
Service Search
Filtering Services
Service Comparison
Send Comparison to client
Adding Interested Service from Services
Adding Application from Services
Interested Service
Defining Interested Services
Adding Interested Service
Editing Interested Services
Creating Application from Interested Service
Product Fees, Sales Forecast & Payment Scheduling
Defining Product Fees
Updating product fees & discounts in interested service and application
Defining revenue type in product
Updating Commission from Partner in Product Fees
Updating revenue from client in product fees
Defining sales forecast
How is the Sales forecast calculated?
Setting up Payment Scheduling through Product Fees
Application
Defining Application
Adding applications and details
Status in application
Actions in Application
Creating Application-related tasks
Reverting an application
Sharing Application with other Team Members
Connecting agents in client application
Adding Partner’s Client ID
Adding important dates in applications
Discontinuing an application
Importing applications
Managing Pathway Courses through Application
Improved Application Listing Page
Task Management
Creating Task
Managing Task
Defining Placeholders
Email
Sending Emails
Email Templates
Setting Company Email and Company Email Signature
Notes
Adding Notes
Document
Uploading Document and management
Appointments
Setting Appointments
Quotations
Creating Quotations Templates
Using Templates to Create Quotations
Creating Quotations
Active Quotations
Preference Setting
Setting Company Profile
Domain Information
Transferring Ownership
Managing Partners and Products
Defining Partner & Product and Revenue Type
Importing Partner and Product from Agentcis database.
Importing Partner and Product in bulk
Adding a single Partner
Match & Sync Partners and Products
Defining Partner Agreement Set Up
Adding Product
Team & Office Management
Adding Offices
Inviting Users
Managing Offices
Inactivating Users
Restoring the Inactivated users
Editing Office details
KPI
General Settings
Managing IDs
Managing Partner and Product Type
Time Zone Management
Managing Applications Discontinued Reason
Managing Sources
Adding Partner and Product Type
System Date Format
Managing Users
Defining Users’ Primary Office and Secondary Office
Custom Roles
Managing Users
Permissions and different Roles
Editing User's Detail
Restoring the inactive Users
Phone Settings
Buying Credit Balance for a Phone Number
Managing Phone Numbers
Managing Credit Balance
Filtering Credit Balance
Sending a bulk SMS
Checking the SMS logs
Regulatory Bundles
Buying a New Phone number
Creating SMS template
Editing SMS template
Changing Billing Details for Phone Subscription
Notification and Auto-Recharge for Less Balance
Advance Automation Settings
How to create an Automation?
Managing Automation
Email Campaign
Introducing Email Campaign
Setting up an Email Campaign
Email campaign analytics
Invoice and Accounts
Creating Invoices
Understanding Invoices
Understanding Payments
Group Invoice
Invoice Schedule
Income Sharing
Accounts Setting
Agent Management
Bulk Import of Agents
Managing Agents
Defining types of Agents
Adding agents
Restoring the Inactive Agents
Inactivating Agents
Subscription & Billing
Adding Users in Subscription
Upgrading the Subscription
Updating Card Details and Applying Discount Coupons.
Managing and Purchasing Add Ons
Cancelling Subscription
Billing History
Reports
What are reports and what kind of reports can we generate?
Reports - Using Filters and Export
Creating Distinct Reports
How to share the saved filters in Reports?
Client By Application Report
Mobile App
Getting Started and Logging In - Agentcis Mobile App
How to Create a Task in Agentcis Mobile App?
How to Add Applications in Agentcis Mobile App?
How to Manage Contacts in Agentcis Mobile App?
How to send SMS from Agentcis Phone App?
AGENT CONNECT
AGENT CONNECT for Application Sharing
How to Connect with Agents for Application Sharing
How to Share Applications with Agents
