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Knowledge Base
Knowledge Base
This collections includes all A-Z guides on all modules of the Agentcis system.
Contact Management
Contacts and Its Management
Lead Form
Office Check in
Custom Field
Contact Module
Classroom Management
Bulk Tagging
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
Understanding Claimable Terms and Commission % in Product Fees
Understanding Income/Payable in Product Fees (Revenue from Client)
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 Tasks for Application Stages in Agentcis
Reverting an application
Assigning Multiple Team Members to an Application in Agentcis
Connecting agents in client application
Adding Partner’s Client ID
Adding important dates in applications
Discontinuing an application
Task Management
Creating and Managing Task in Agentcis
Managing Task
Editing Task
Setting Reminder notifications from Tasks
Email
Sending Emails
Templates
Defining Placeholders
Setting Company Email and Company Email Signature
Bulk emailing to clients
Notes
Adding Notes
Sorting and Managing Notes
Searching Notes
Pin Notes
Document
Uploading Document and Management
Bulk Document Download from Contact's Profile
Bulk Document Download from Contact's Applications
Appointments
Setting Appointments
Quotations
Creating Quotations Templates
Using Templates to Create Quotations
Creating Quotations
Managing Active Quotations in Agentcis: From Draft to Final Decision
Managing Partners and Products
Understanding Partners, Products, and Revenue Types in Agentcis
Importing Partner and Product from Agentcis database.
Adding a single Partner
Match & Sync Partners and Products
Importing Partner and Product in bulk
Defining Partner Agreement Set Up
Adding Product
Team & Office Management
Adding Offices
Managing Offices
Editing Office details
Inviting Users
How to Change User Email Address in the System
Inactivating Users
Restoring the Inactivated users
KPI
Audit Logs in Agentcis: Monitoring User Login Activity
General Settings
Managing IDs
Adding Partner and Product Type
Managing Partner and Product Type
Managing Applications Discontinued Reason
Managing Sources
Time Zone Management
System Date Format
Adding Client's Lost Reasons
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
User Roles & Permissions: Defining Access for Every Role
Phone Settings
Regulatory Bundles
Buying a New Phone number
Buying New Phone Number for SMS in Nepal
Buying Credit Balance for a Phone Number
Managing Phone Numbers
Managing Credit Balance
Filtering Credit Balance
Sending a bulk SMS
Checking the SMS logs
Creating SMS template
Editing SMS template
Advance Automation Settings
How to create an Automation?
Managing Automation
How Automation Works: Triggers, Filters & Actions
Invoice and Accounts
Creating Invoices
Understanding Invoices
Understanding Payments
Group Invoice
Invoice Schedule
Income Sharing
Accounts Setting
Agent Management
Defining types of Agents
Adding agents
Bulk Import of Agents
Managing Agents
De-activating Agents
Restoring the Inactive Agents
AGENT CONNECT
AGENT CONNECT for Application Sharing
How to Share Applications with Agents
Subscription & Billing
Adding Users in Subscription
Upgrading the Subscription
Updating Card Details
Managing and Purchasing Add Ons
Cancelling Subscription
Billing History
Reports
What are reports and what kind of reports can we generate?
Managing, Filtering, and Exporting Reports
Creating Distinct Reports
How to share the saved filters in Reports?
Client By Application Report
Introduction to the Business Summary Report
Understanding Individual, Office, and Company Summary Reports
How to Set Up & Manage Summary Reports
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?
Document Checklist
Document Checklist in Applications
Adding a Document Checklist
Document Type for Document Checklist
Adding Due Dates for Documents in Document Checklist
Document Checklist in Client Portal
Campaign
Introducing Email Campaign
Setting up an Email Campaign
Email campaign analytics
Creating/ Starting an SMS Campaign
SMS Campaign Analytics
Agent Portal
Adding Agents to the System
Activating the Agent Portal
Agent Portal Settings
Agent Portal Configuration for Individual Agents
Agent Portal Overview
Agent Portal Dashboard
Managing Client Applications
BI Dashboard and Anaytics
Introducing BI Dashboard & Analytics in Agentcis
Creating Dashboards in Agentcis
Understanding the Overview Dashboard
Using Dashboard Analytics, Filters, Exports, and Sharing
Managing Dashboards in Agentcis
Importing applications in Bulk
Managing Pathway Courses through Application
Improved Application Listing Page
Changing Billing Details for Phone Subscription
Notification and Auto-Recharge for Less Balance
Understanding SMS Credit Calculation and Character Limits
