How to Delete a Stage in Pipedrive
All Tutorials / How to Delete a Stage in Pipedrive Updated on: Here’s how to delete a stage in Pipedrive to streamline your sales pipeline : Go to Deals. Click Pipeline View. Click Edit Pipeline. Select the stage you want to delete and click Delete Stage. Click Delete Stage again to confirm. Click Save Changes. […]
How do I Delete an Activity in Pipedrive
All Tutorials / How do I Delete an Activity in Pipedrive Updated on: Here’s how to delete an activity in Pipedrive to keep your workspace organized : Go to Activities. Select the activity you want to delete. Click the Delete icon. Click Delete again to confirm. The system deletes the activity successfully. Need accurate B2B […]
How to Change Filters in Pipedrive
All Tutorials / How do I Delete an Activity in Pipedrive Updated on: Here’s how to delete an activity in Pipedrive to keep your workspace organized : Go to Activities. Select the activity you want to delete. Click the Delete icon. Click Delete again to confirm. The system deletes the activity successfully. Need accurate B2B […]
How to Add Event in Agile CRM
All Tutorials / How to Add Event in Agile CRM Updated on: Here’s how to add an event in Agile CRM to organize your schedule efficiently : Click the Calendar icon from the left sidebar. Click + Add Event. Enter the appointment details such as title, date, time, and participants. Click Save to schedule the […]
How to Embed a Web Form on a Website Using Agile CRM
All Tutorials / How to Embed a Web Form on a Website Using Agile CRM Updated on: Here’s how to embed a web form in Agile CRM to capture leads easily : Click the profile icon in the top-right corner. Open the Admin Settings. Go to Integrations under the Admin settings. Select “Form Builder” under […]
How to Add Multiple Users in Agile CRM
All Tutorials / How to Add Multiple Users in Agile CRM Updated on: Here’s how to add multiple users in Agile CRM to improve team collaboration : Click the profile icon in the top-right corner. Open the Admin Settings. Go to Users under the Admin settings. Click Add User. Fill the New User Details and […]
How to Import Contacts into Agile CRM
All Tutorials / How to Import Contacts into Agile CRM Updated on: Here’s how to import contacts into Agile CRM to build customer database easily : Click the menu bar in the top-left corner. Go to the Contacts. Click the More Options icon, then Select Import. Click Upload CSV file. Select the fields and Click […]
How to Import Deals into Agile CRM
All Tutorials / How to Import Deals into Agile CRM Updated on: Here’s how to import deals into Agile CRM to set up your sales data quickly : Click the menu bar in the top-left corner. Go to the Deals. Click the More Options icon, then Select Import. Click Upload CSV file. Choose the file […]
How to Reset Your Agile CRM Password
All Tutorials / How to Reset Your Agile CRM Password Updated on: Here’s how to reset your Agile CRM password to regain access to your account : Click the Profile icon in the top-right corner. Open the Admin Settings. Go to profile section and click Change Password under Settings. Enter your Current and new passwords, […]
How to Filter Contacts in Agile CRM
All Tutorials / How to Filter Contacts in Agile CRM Updated on: Here’s how to filter contacts in Agile CRM to find the right customers quickly : Click the menu bar in the top-left corner. Go to the Contacts. Click Contacts, then select My Contacts to filter. Click the Filter icon and select an option […]