How to Create a Company Record in Agile CRM
All Tutorials / How to Create a Company Record in Agile CRM Updated on: Here’s how to create a new company record in Agile CRM to manage effectively : Click the menu bar in the top-left corner. Click Companies in the main menu. Click Add Company. Enter the New Company details and Click Save. Need […]
How to Connect Agile CRM with Slack
All Tutorials / How to Connect Agile CRM with Slack Updated on: Here’s how to integrate Agile CRM with Slack for improved team collaboration : Click the Profile icon in the top-right corner. Open the Widgets. Go to Social and scroll down to find Slack. Locate Slack and click Add. Then, Click Link Your Slack […]
How to Connect Agile CRM with Shopify
All Tutorials / How to Connect Agile CRM with Shopify Updated on: Here’s how to connect Agile CRM with Shopify to sync your sales and customer data : Click the Profile icon in the top-right corner. Open the Admin Settings. Go to Integrations under the Admin settings. Go to Ecommerce and select Shopify. Click Try […]
How to Configure Time Zone and Language in Agile CRM
All Tutorials / How to Configure Time Zone and Language in Agile CRM Updated on: Here’s how to set your preferred time zone and language in Agile CRM : Click the Profile icon in the top-right corner. Open the Admin Settings. Go to Settings and select Advanced under Preferences. Select your Time Zone, Language, and […]
How to Add a New Contact Manually in Agile CRM
All Tutorials / How to Add a New Contact Manually in Agile CRM Updated on: Here’s how to manually add a new contact in Agile CRM for better data organization : Click the menu bar in the top-left corner. Go to the Contacts. Click + Add Contact. Fill in the contact’s details. Click Save. Need […]
How to Change Your Agile CRM Password
All Tutorials / How to Change Your Agile CRM Password Updated on: Here’s how to change your Agile CRM password to keep your account secure : 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, then […]
How to Assign a Task to a Team Member in Agile CRM
All Tutorials / How to Assign a Task to a Team Member in Agile CRM Updated on: Here’s how to assign a task to a team member in Agile CRM efficiently : Click the menu bar in the top-left corner. Go to the Deals. Go to Tasks section and Click Add Task. Fill in the […]
How to Assign a Deal to a Team Member in Agile CRM
All Tutorials / How to Assign a Deal to a Team Member in Agile CRM Updated on: Here’s how to assign a deal to a team member in Agile CRM efficiently : Click the Deals tab from the left sidebar. Select the Deal you want to assign. Click the Edit Deal. In the Owner field, […]
How to Add Tags to Contacts in Agile CRM
All Tutorials / How to Add Notes to a Deal in Agile CRM Updated on: Here’s how to sync Agile CRM with Google Calendar for easy scheduling : Click the menu bar in the top-left corner. Click Deals in the main menu. Left-click the deal you want to add a note to. In the deal […]
How to Add Notes to a Deal in Agile CRM
All Tutorials / How to Add Notes to a Deal in Agile CRM Updated on: Here’s how to assign a deal in Agile CRM efficiently : Click the menu bar in the top-left corner. Click Deals in the main menu. Left-click the deal you want to add a note to. In the deal details, Go […]