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Knowledge Base | Agentcis
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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
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
Importing applications in Bulk
Managing Pathway Courses through Application
Improved Application Listing Page
Task Management
Creating and Managing Task in Agentcis
Managing Task
Editing Task
Email
Sending Emails
Templates
Defining Placeholders
Setting Company Email and Company Email Signature
Bulk emailing to clients
Notes
Adding Notes
Document
Uploading Document and Management
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.
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
How to Change User Email Address in the System
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
User Roles & Permissions: Defining Access for Every Role
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?
Managing, Filtering, and Exporting Reports
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
