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Agentcis Admin Certification
Introduction to Agentcis Admin Certification
Course Information & Objectives (0:34)
What & Why Agentcis? (0:51)
Preferences Settings
Company Profile (1:00)
Domain Information (Transferring Ownership) and Data Processing Agreement (Legal Agreement) (1:22)
Setting up Workflows
What are workflows? (0:45)
How to create a workflow? (2:16)
Managing workflows (edit, inactive) (0:44)
Creating a Document Checklist (2:31)
Activating & Using Client Portal (1:54)
Managing Partner and Products
What are Partner & Products and Revenue Type? (0:56)
What is Revenue Type in Partners & Products? (1:14)
Importing Partner and Products from Agentcis Database (1:34)
Bulk Importing Partner and Products through Excel file (1:42)
Adding a single Partner (1:27)
Adding a single Product (0:52)
Partner Agreement Setup (1:37)
Match & Sync Partners and Products (2:03)
Classroom Management
Adding New Classroom Sessions (1:18)
Managing Classroom (2:14)
Team & Office Management
Managing Offices (2:02)
User Invite - Subscriptions (1:29)
Managing Users (1:46)
User Primary and Secondary offices (0:29)
Managing Roles (1:17)
General Settings
Time Zone Management (0:38)
Partner and Product Type (1:24)
Manage Application Discontinued Reasons (0:55)
Manage IDs and System Date Format (1:19)
Manage Marketing Sources (0:56)
Company or Shared Email Setup
Company Email Settings and Company Email Signature (1:25)
Phone Settings
Regulatory Bundles (2:00)
Buying a new phone number (2:02)
Managing Phone Numbers (1:39)
Buy Credit Balance for a Phone Number (0:42)
Managing Credit Balance (3:09)
Send an SMS (1:06)
Send a Bulk SMS (0:47)
Check the SMS logs (1:18)
Changing Billing Details for Phone Subscription (0:36)
Templates in the System
Managing Email Templates (1:31)
Managing SMS Templates (0:57)
Managing Agents
Types of Agents (1:16)
Adding Agents (2:06)
Managing Agents (0:56)
Data Import
Importing Contacts (1:46)
Importing Applications (1:52)
Custom Field Settings
What is a custom field? Different Types of Custom fields (1:35)
Creating a Custom Field (1:08)
Managing Custom Fields (0:48)
Lead Forms
What is a lead form? (1:15)
How to create a lead form with custom fields? (2:48)
How to share a lead form? (0:43)
Managing Lead Forms (Edit and Delete a Lead Form) (1:33)
Automation Settings
How to create automation? (5:43)
Manage Automation (0:41)
Office Check-In Settings
Office Check-In Settings (1:09)
Adding an Office Check-In (3:17)
Reports
What are reports and what kind of reports can we generate? (1:49)
Generating a Distinct Report (2:03)
Accounts Settings
Managing Addresses in Invoices (0:53)
Managing Bank Details (1:37)
Tax Settings (0:58)
Integration
What is an API? (0:40)
Zapier Integration (4:10)
Connect StudyLink with Agentcis (1:02)
Get API Key (1:06)
How to connect Partner with StudyLink (1:28)
Send Application (2:36)
Getting Involved with the Agentcis Process
Posting and Voting in the Product Roadmap (1:50)
Change Log (0:52)
Subscription & Billing Settings
Adding Users in Subscriptions (1:29)
Upgrading the Subscription (1:40)
Updating Card Details & Applying Discount Coupon (1:17)
Purchasing and Managing Add-Ons and Cancelling Subscription (also include that a refund cannot be applied) (0:46)
Billing History (0:42)
What is a custom field? Different Types of Custom fields
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