Account

• NextAgency: Adding Agency Users
• NextAgency: Settings
• NextAgency: Administrative Settings
• NextAgency: Overview

Commissions

• NextAgency: How to Add Commissions Manually
• NextAgency: Assigning a Split Commission Schedules to Multiple Cases
• NextAgency: Importing Commission Statements
• NextAgency: Viewing Commissions

Automate Your Agency

• NextAgency: Automating Your Daily Tasks with Zapier
• NextAgency: Exchanging Direct Messages with Clients by Using NextText
• NextAgency: Getting Started with Email Marketing Campaigns
• Enable your Company's Gmail or G Suite to Sync with NextMail
• NextAgency: Email Templates - How to Use Them
• NextAgency: Checklists - How to Use Them

See all 8 articles

Organizing Your Agency

• NextAgency: Activity Log History
• NextAgency: How to Assign Benefits to Employees Within Your Group Cases
• NextAgency: Tickets and How to Use Them Within Your Agency Portal
• NextAgency: Managing Product Types
• NextAgency: Customizing Stages/Pipelines
• NextAgency: Managing State Licenses

See all 18 articles

API Documentation

• NextAgency API