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Help Center
Getting Started
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
Getting Started
New to Better Agency? Start here! Step by step guide to setup and get you to success!
How to export your Book of Business from NowCerts
Getting Started With Campaigns
How To Upload Client List and Cross-Sell Policies
Setting up Carriers, Commissions, and LOB's
Get Started - Set Up Your Better Agency Account in 5 Minutes
How To Run Dashboard Reporting & Understand Agency Reporting
Creating Automatic Service Tickets In Better Agency
Email/SMS Broadcast
How To Add & Manage Users, Teams, Roles & Permissions
Client Referral Link
Referral Partners
How To Create Notes and Upload Attachments
How To Set Up Your SMS and Texting Phone Number