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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.

Coding in FreeAgent

  • Getting Started with API in FreeAgent

Integrations

  • How to Set-Up Integrations in FreeAgent
  • How to Set-Up a SendGrid Integration
  • How to Set-Up a Slack Integration

Company Settings

  • Configure Multiple Languages
  • Company Profile
  • Setting up your Date Time Preferences in FreeAgent
  • System Preferences
  • Corporate Theme
  • Roles
See all 8 articles

Apps

  • Apps
  • Quote App

App Setup

  • Timeline Events for Hazel
  • Form Scripts
  • Search Preferences
  • App Actions
  • App Configuration
  • Workspace
See all 20 articles

Form Field Types

  • Boolean Field
  • Choice List Field
  • Dependent Choice Lists
  • Currency Field
  • Color Field
  • Date Field
See all 24 articles

Applet Setup

  • Zoom Phone CTI
  • Applets

Automations

  • Notification Builder
  • Automations

ACLs

  • Access Control List
  • Access Levels Definitions

More

  • FreeAgent CRM Menu in Hazel
  • Webhooks
  • Pre-Production Instance
  • Undelete Records
  • Activity Roll-Up
  • Custom Icons
See all 11 articles

Workflows

  • How to Create Workflows in FreeAgent
  • Workflow Definitions
  • Workflow Template: Lead Follow-Up
  • Workflow Template: Quote Discount Approval
  • Workflow + Slack Integration - Notify on Opportunities Changes
  • Workflow + Slack Integration - Create New Channel for New Business Opportunities

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
FreeAgent CRM