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  1. FreeAgent CRM
  2. Apps

Apps

Apps define how your organization gets work done in FreeAgent. Manage and work with your records in each App.

Records

  • How to Manage Records in FreeAgent
  • Duplicate Records
  • Merge Records
  • Publish via PDF
  • Star Records
  • Subscribers
See all 7 articles

Import & Export

  • How to Import Your Data in FreeAgent
  • How to Update Your Data in FreeAgent
  • How to Export Your Data in FreeAgent
  • Export to Mailchimp

Filters

  • Global Search
  • Filter, Sort & More

Email & Phone

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