Getting Started

What is FreeAgent CRM?

• Welcome to FreeAgent!
• Value of FreeAgent CRM
• FreeAgent Concepts & Terms
• User Access Levels

First Login & Navigation

• Change or Recover Password
• System Navigation
• Pair Email & Phone
• Notifications
• Filters
• Views

Customize FreeAgent CRM

• Apps
• App Setup
• Company Profile
• Company Theme

Data & Dashboards

• Import
• Dashboards

Automation Process

• Automations
• Calculated Fields
• Integrations

Company Settings

• Users
• Roles
• Teams

Additional Resources

• Documentation, Support and Release Notes