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Help Center
General
Getting Started
Campaigns
Terms & Policies
General
Integrations
Release Notes
Reports
Renewal Pipeline
Referral Partner Center
Service Center
Attachments
SMS
Sales Pipeline
Lead Sources
Tasks
Import
Secondary Contacts
Contacts
Teams
Proposals
Getting Started With Proposals
Managing Your Proposals Account
Manage Your Agency In Proposals
Manage Your Proposals
Manage Proposal Templates
Zapier Integration With Proposals
Policies
Agency Management System
Contact Record Beta
Email
Performance
General
General guides and documentation to maximize Better Agency.
How To Use ACORD Forms in Better Agency
How to Sync your Email in Better Agency
How Can I Get My Emails To the Inbox?
Next Action Date
How To Delete Contact From Your Contact List
How Does My Sales Pipeline Calculate Deal Projected Value?
How To Import Contacts into Better Agency
How To Connect Your Lead Forms To Better Agency
How To Manage Claims in Better Agency
Linked Contacts
Do You Integration With An Agency Management System (AMS)?
How To Reset My Password in Better Agency
How To Link A Contact To A Referral Partner
How To Customize & Manage Your Renewal Pipeline
Import Commercial Records
How To Access Support & Training Resources
How To Edit Your Email Signature in Better Agency
How To Create Service Request Tickets
Goal Reporting
How To Give Customer Support Permission To Access Your Account
How To Login To My Account?
How To Add Notes, Tasks and Attachments to Contacts
SMS Received From Unknown Contact
Unlinked Opportunities In The Service Center
How To Set Up And Use Tags in Better Agency
How To Upload Profile Headshot & Agency Logo
How do I get the chat bubble to show in Better Agency?