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FreeAgent CRM
Admin Settings
Admin Settings
All you need to know to customize FreeAgent CRM and take your business to new heights.
Company Settings
Configure Multiple Languages
Company Profile
Date Time Preferences
System Preferences
Corporate Theme
Roles
See all 8 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
Currency Field
Color Field
Date Field
Date Ago Field
See all 23 articles
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
See all 11 articles
Workflows
Workflow
Workflow Templates: Lead Follow-Up
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
