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

See all 9 articles

Administrators

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

See all 10 articles

Additional Resources

• Documentation, Support and Release Notes