How to Allocate a Deal to a Team Member in Agile CRM
All Tutorials / How to Allocate a Deal to a Team Member in Agile CRM Updated on: Here’s how to allocate a deal to a team member in Agile CRM to improve sales : Click the Deals tab from the left sidebar. Select the deal you want to assign. Click the Edit Deal. In the […]
How to Add Documents in Agile CRM
All Tutorials / How to Add Documents in Agile CRM Updated on: Here’s how to add documents in Agile CRM for quick access and smoother workflow : Go to the Documents tab. Click Add Documents. Enter a Title. Select a file from your computer, then click Save. Need accurate B2B data? Get 200M+ verified leads […]
How to Set User Permissions in Agile CRM
All Tutorials / How to Set User Permissions in Agile CRM Updated on: Here’s how to set user permissions in Agile CRM to control and maintain security : Click your Profile icon at the top right corner. Click the Admin Settings. Go to Users under Admin settings and select the desired user. Select a role […]
How to View Upcoming Tasks in Agile CRM
All Tutorials / How to View Upcoming Tasks in Agile CRM Updated on: Here’s how to view your upcoming tasks in Agile CRM to stay organized : Click the Task icon in the top left corner. Click on Filter. Select Pending Tasks. View all scheduled tasks with their due dates and details. Need accurate B2B […]
How to View Contact Activity History in Agile CRM
All Tutorials / How to View Contact Activity History in Agile CRM Updated on: Here’s how to view contact activity history in Agile CRM for better tracking : Click the menu bar in the top-left corner. Go to Contacts from the main menu. Select the Contact whose activity history you want to view. Review all […]
How to Schedule an Appointment in Agile CRM
All Tutorials / How to Schedule an Appointment in Agile CRM Updated on: Here’s how to schedule an appointment in Agile CRM with a few simple steps : Go to Contacts from the main menu. Click the More Options icon and choose Schedule an appointment. Choose a Time Slot. Select the Date and Time. Select […]
How to Trigger Automation Based on Tags in Agile CRM
All Tutorials / How to Trigger Automation Based on Tags in Agile CRM Updated on: Here’s how to trigger automations in Agile CRM using tags for smoother workflows : Go to Triggers from the main menu. Click Add Trigger. Choose Tag Added or Tag Removed as the trigger condition. Set the Tag and select the […]
How to Track Email Campaign Performance in Agile CRM
All Tutorials / How to Track Email Campaign Performance in Agile CRM Updated on: Here’s how to track email campaign performance in Agile CRM for quick insights : Go to Campaigns from the main menu. Select the Email campaign and click the Analytics icon. Review key metrics such as Open Rate, Click Rate, Bounces, and […]
How to Change Email Signature in Pipedrive
All Tutorials / How to Change Email Signature in Pipedrive Updated on: Here’s how to change your email signature in Pipedrive to personalize messages : Go to your Avatar. Click Personal Preferences. Navigate to Email Sync. Click Edit Signature. Update the signature name and content, then click Save. The system updates the signature successfully. Need […]
How to Change the Value of a Deal in Pipedrive
All Tutorials / How to Change the Value of a Deal in Pipedrive Updated on: Here’s how to change the value of a deal in Pipedrive to keep sales data accurate : Go to Deals. Click the Edit option under the Value field. Enter a new amount and click Save. The system updates the deal […]