Admin Settings

Company Settings

• Company Profile
• Working Calendar
• Corporate Theme
• Roles
• Teams
• Users

Apps

• Apps
• Apps in a SNAP
• Quote App

App Setup

• App Actions
• App Configuration
• Lines
• Form Fields
• Unique Fields
• Related Lists

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Automations

• Contact Assignments
• Activity Roll-Up
• Email Tracking
• Automations

ACLs

• Access Control List
• Access Levels Definitions

More

• 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