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  1. FreeAgent CRM
  2. Apps

Apps

From creating new records in any app to updating them, learn how to make bulk edits among other things.

Records

  • Manage Records
  • Publish via PDF
  • Star Records
  • Subscribers

Import & Export

  • Data Import
  • Data Update
  • Data Export
  • Export to Mailchimp

Filters

  • Global Search
  • Filter Data

Views

  • Navigation History
  • Views Navigation
  • Rolodex View
  • List View
  • Board View
  • Calendar View
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Email & Phone

  • Send Emails
  • Email Visibility
  • Log Calls Manually
  • Achieve Good Calls
  • International Calls
  • Troubleshoot Phone Calls
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