Admin Settings

Company Settings

• Company Profile
• Working Calendar
• 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
• Automation - Create {Record}
• Automation - Custom Code
• Schedule Automations
• Email New Lead Automatically

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