FreeAgent is a powerful web-based CRM platform that allows you to access your customer data from anywhere. This guide will focus on the layout and anatomy of FreeAgent, as well as introduce the terminology that will be used throughout the rest of the Guides, Help Center, and Videos.
After reading this guide, you will be able to effectively navigate FreeAgent as you move through the rest of the Getting Started Guide.
FreeAgent has been thoughtfully designed to be intuitive and easy to navigate. We have laid out the features that users will use most frequently in a way that provides easy access to your data while eliminating the need to navigate multiple screens or between other 3rd-party apps.
Pictured below is the FreeAgent Apps Page that you will see when you first log in. Some of the Apps you see may be different depending on your industry or initial setup choices, but the layout and breakdown of each section will be the same.
1. FreeAgent Apps
This is where all the apps that you have configured will be located. You can access the settings for each app using the triple dot icon that appears when you hover over an app. You can customize the app’s icon and color to suit your organization's needs. These apps are also where all of your customer data will live within FreeAgent.
2. Activities Apps
The activity apps act as activity audit logs. You can check up on, and view all of the recent activities made within FreeAgent tracking your team's interactions and actions including Calls, Emails, To-dos, Meetings, Notes, and more.
3. Profile Header
In the top-right navigation, you'll find settings and more under your profile name.
a. Homepage - Return to your Home page.
b. Profile- Access your personal Preferences and the Help Center.
4. Slide Out Menu
Here you have access to all of your notifications, tasks, calendar and even ai assistants. All you need to do is simply click on one of the icons and everything you need will slide into view.
For more information on using this view please see the following article.
5. Navigation Menu
This is where most of the functions and customization options in FreeAgent are located. Functions such as the Apps Menu, Dashboards, Activities, Settings, and Admin Settings are all accessible within the Navigation menu.
6. Global Search
Use Search in the Navigation Menu to rapidly find anything. You can search for Records, Activities, Saved Views, and Settings Pages.
Search results will display relative to their parent App for instant context.
7. Recents, Favorites, and Reporting
Recents: See the last 10 pages you visited and quickly navigate to a specific one. You can expand-collapse this menu as needed.
To simply go back to the last page, you can click directly on the Back arrow.
Favorites: See and navigate to your 'Favorited' pages. You can expand-collapse this menu as needed.
8. Apps and Activities
Here you can access all applications and activities in FreeAgent.
If you're an Admin you'll be spending a lot of time on this menu. Adjust settings for any of your applications and actions, add and manage users, and even add 3rd party integrations.
You’re now ready to navigate FreeAgent!
This encompasses the basic layout of FreeAgent and comprises most of what you will interact with. Of course, there is more to explore in FreeAgent and this is not an exhaustive list. Other features and areas of FreeAgent will be covered in more detail in the Getting Started Guide, Help Center, and Video resources.
Continue with the next Getting Started Guide - Creating Contacts and Accounts to get set up and using FreeAgent in no time.
To learn more about all of the listed sections above as well as other features not described here, please refer to the other FreeAgent Help Center articles at support.freeagentcrm.com.
For assistance or to answer any question you cannot find the answer to, please contact the FreeAgent Customer Success team.