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How-To Guides

Start-to-finish guides to help you customize your FreeAgent experience.

App Creation

  • How to Create a Custom App - Part 1
  • How to Create a Custom App - Part 2
  • How to Create a Custom App - Part 3
  • How to Create a Custom App - Part 4
  • How to Create a Custom App - Part 5
  • Quote App

Import & Export

  • How to Import Your Data in FreeAgent
  • How to Update Your Data in FreeAgent
  • How to Export Your Data in FreeAgent
  • Export to Mailchimp

Workflow Examples

  • Workflow Template: Lead Follow-Up
  • Workflow Template: Quote Discount Approval
  • Workflow + Slack Integration - Notify on Opportunities Changes
  • Workflow + Slack Integration - Create New Channel for New Business Opportunities

Calculated Field Examples

  • Calculating the Cycle Time of a Deal
  • Calculate the Total Number of Days Between Two Dates
  • Calculate the Forecast Amount
  • Calculate the Total of an Opportunity After a Discount

Automation Examples

  • Automation - Create {Record}
  • Email New Lead Automatically

Coding in FreeAgent

  • Getting Started with API in FreeAgent

Webhook Examples

  • Webhooks - Webform Integrations

FreeAgent CRM Knowledge Base and Support

If you have any questions or technical issues while using FreeAgent, there are different support channels available depending on your issue.  Knowledge Base We provide detailed articles packed wit...

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If you have any questions or technical issues while using FreeAgent, there are different support channels available depending on your issue. 

Knowledge Base

We provide detailed articles packed with images and videos on how to use FreeAgent as well as answer some of our most commonly asked questions. Get the information you need in our Knowledge Base by accessing your profile menu in the top right corner of FreeAgent.

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To find exactly what you are looking for, we recommend the search function. Type in the keyword for your search. As you start typing you will start seeing results. 

Your feedback helps us improve. You can let us know if you found the information helpful at the bottom of each article. 

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Support

If you have any questions or technical issues you can reach out to our Support team no matter what FreeAgent package you have. There are two ways to reach out.

1. Chat: You can do so by accessing your profile menu in the top right-hand corner of FreeAgent and clicking on 'Live Chat with Support'. Our Support team will be in contact with you right away. 

Note: Our chat support is available from 9am-5pm CT - and our team will respond in 24 hours and as soon as we are back online if anything comes in after hours.

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If you have new information to share you can access any of your old chat conversations with our support team. 

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2. Email:  support@freeagentsoftware.com

Before you contact Support

When chatting or emailing support, there are a few things you can do to ensure your issue is solved more quickly:

  • Provide Detail: Instead of just typing "my email isn't working" try to provide more detail concerning what exactly is happening. Is it your account that's being affected or are there others? How long has this been happening? Is there a specific email domain having issues? The more detail the better.
  • Include links and screenshots: Our Support agents have the ability to access your account if needed. Let us know if there are specific accounts or parts of FreeAgent you're having issues with by sharing links, usernames, email addresses, and screenshots of the issue if possible.

Our Support team will create a ticket to track your issue and will make sure it's updated any time new information is provided. 

Learn More

Need help with something?

Contact our support team.

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