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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
Company Profile
Date Time Preferences
System Preferences
Corporate Theme
Roles
Teams
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Apps
Apps
Apps in a SNAP
Quote App
App Setup
App Actions
App Configuration
Quick Add Configuration
Lines
Form Fields
Unique Fields
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Form Field Types
Boolean Field
Choice List Field
Color Field
Currency Field
Date Ago Field
Date Field
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Applet Setup
Applets
Automations
Automations
ACLs
Access Control List
Access Levels Definitions
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Activity Roll-Up
API
Contact Assignments
Email Tracking
Jobs
Manage Choice Lists
Mailchimp
Mailchimp
Zapier
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