FAQ

Security

• Security and Privacy FAQ

Automation Examples

• Automation - Create {Record}
• Automation - Custom Code
• Schedule Automations
• Email New Lead Automatically

Email & Phone

• Troubleshoot: Email Pair Exchange
• Troubleshoot: Email Pair Other

Integrations

• Plugins

Fields

• Calculating the Cycle Time of a Deal
• Calculate the Total Number of Days Between Two Dates
• Calculate the Forecast Amount
• Calculate the Total of an Opportunity After a Discount

Customer Support

• Status Page
• FreeAgent CRM Knowledge Base
• How to Access Support in FreeAgent

How to's

• How to Reset Your FreeAgent Session
• How to Create a Cycle Time Report
• How to Use the "Current User" Filter
• How to Achieve Sharp Images in your PDF Files
• How to Sign In to FreeAgent CRM
• How to Manually Log Calls

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