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  1. FreeAgent CRM
  2. Admin Settings

Admin Settings

All you need to know to customize FreeAgent CRM and take your business to new heights.

Company Settings

  • Company Profile
  • Date Time Preferences
  • System Preferences
  • Corporate Theme
  • Roles
  • Teams
See all 7 articles

Apps

  • Apps
  • Apps in a SNAP
  • Quote App

App Setup

  • App Actions
  • App Configuration
  • Quick Add Configuration
  • Lines
  • Form Fields
  • Unique Fields
See all 16 articles

Form Field Types

  • Boolean Field
  • Choice List Field
  • Color Field
  • Currency Field
  • Date Ago Field
  • Date Field
See all 22 articles

Applet Setup

  • Applets

Automations

  • Automations

ACLs

  • Access Control List
  • Access Levels Definitions

More

  • Activity Roll-Up
  • API
  • Contact Assignments
  • Email Tracking
  • Jobs
  • Manage Choice Lists

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
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