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  1. FreeAgent CRM
  2. Settings

Settings

FreeAgent CRM your way! Find everything you need to customize your FreeAgent CRM account.

Email & Phone

  • How to Pair an Email with FreeAgent
  • Pair Phone
  • Email Blacklist
  • Email Templates
  • Email Signature
  • Suggested Contacts

User Preferences

  • Preferences
  • Change Password
  • Theme
  • Notifications

Views & Dashboards

  • Managing Your Dashboards in FreeAgent
  • Manage Views
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