Getting Started

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

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Administrators

• Company Profile
• Company Theme
• Apps
• App Setup
• Calculated Fields
• Users

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Additional Resources

• Documentation and Support