Admin Settings

Company Settings

• Configure Multiple Languages
• Company Profile
• Date Time Preferences
• System Preferences
• Corporate Theme
• Roles

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Apps

• Apps
• Apps in a SNAP
• Quote App

App Setup

• Form Scripts
• Search Preferences
• App Actions
• App Configuration
• Quick Add Configuration
• Lines

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Form Field Types

• Boolean Field
• Choice List Field
• Dependent Choice Lists
• Currency Field
• Color Field
• Date Field

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Applet Setup

• Zoom Phone CTI
• Applets

Automations

• Automations

ACLs

• Access Control List
• Access Levels Definitions

More

• Integrations
• Webhooks
• Pre-Production Instance
• Undelete Records
• Activity Roll-Up
• API

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Workflows

• Workflow
• Workflow Definitions
• Workflow Templates: Lead Follow-Up
• Workflow Templates: Quote Discount Approval
• Slack Integration
• Workflow - Slack Integration - Notify on Opportunities Changes

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Mailchimp

• Mailchimp

Zapier

• Connect FreeAgent CRM to hundreds of other apps with Zapier
• Email Parser Step 1
• Email Parser Step 2
• Email Parser Step 3