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  1. FreeAgent CRM
  2. Getting Started

Getting Started

An overview of FreeAgent CRM, first login, concepts, navigation, and more.

What is FreeAgent CRM?

  • Welcome to FreeAgent!
  • Value of FreeAgent CRM
  • FreeAgent Software & Product Glossaries
  • User Access Levels

Users

  • Change or Recover Password
  • System Navigation
  • Filters
  • Views
  • Dashboards
  • Pair Email & Phone
See all 9 articles

Administrators

  • Company Profile
  • Company Theme
  • Apps
  • App Setup
  • Calculated Fields
  • Users
See all 10 articles

Additional Resources

  • Documentation and Support
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