How to Link Contacts to a Company in Agile CRM
All Tutorials / How to Link Contacts to a Company in Agile CRM Updated on: Here’s how to link contacts to a company in Agile CRM for organized records: Go to Contacts from the main menu. Click the More Options icon and choose Edit. Search and select the company to link with the contact. Click […]
How to Integrate Agile CRM with Zapier
All Tutorials / How to Integrate Agile CRM with Zapier Updated on: Here’s how to integrate Agile CRM with Zapier to automate workflows effortlessly: Click the Profile icon from the top right corner. Open the Admin Settings. Go to Integrations under the Admin settings. Go to Misc and select Zapier. Click Countinue with Google. Need […]
How to Integrate Agile CRM with WordPress
All Tutorials / How to Integrate Agile CRM with WordPress Updated on: Here’s how to integrate Agile CRM with Gmail for smoother email management: Click the Profile icon from the top right corner. Select Email. Click Enable to Connect with Google and sign in to your Google account. Select Gmail Account and Continue. Select the […]
How to Integrate Agile CRM with Gmail
All Tutorials / How to Integrate Agile CRM with Gmail Updated on: Here’s how to integrate Agile CRM with Gmail for smoother email management: Click the Profile icon from the top right corner. Select Email. Click Enable to Connect with Google and sign in to your Google account. Select Gmail Account and Continue. Select the […]
How to Generate Sales Reports in Agile CRM
All Tutorials / How to Generate Sales Reports in Agile CRM Updated on: Here’s how to generate sales reports in Agile CRM for clear business insights: Click the menu bar in the top-left corner. Go to the Reports. Choose the Sales Forecast to generate Sales report. Click the menu icon and choose the download type. […]
How to Filter Deals in Agile CRM
All Tutorials / How to Filter Deals in Agile CRM Updated on: Here’s how to filter deals in Agile CRM to find the opportunities you need faster: Click the menu bar in the top-left corner. Click Deals in the main menu. Click Deals at the top left and select Manage Filters from the menu. Click […]
How to Delete Your Agile CRM Account
All Tutorials / How to Delete Your Agile CRM Account Updated on: Here’s how to delete your Agile CRM account safely when you no longer need it: Click your profile icon at the top right corner. Click the Admin Settings. Under Admin Settings, open Preferences and click Cancel Account. Confirm the prompt and select Delete […]
How to Update a Won Deal in Agile CRM
All Tutorials / How to Generate Deal Reports in Agile CRM Updated on: Here’s how to change your avatar in Agile CRM to personalize your profile quickly: Click the menu bar in the top-left corner. Go to the Reports. Choose the report to generate. Click the menu icon and choose the download type. Need accurate […]
How to Generate Deal Reports in Agile CRM
All Tutorials / How to Generate Deal Reports in Agile CRM Updated on: Here’s how to change your avatar in Agile CRM to personalize your profile quickly: Click the menu bar in the top-left corner. Go to the Reports. Choose the report to generate. Click the menu icon and choose the download type. Need accurate […]
How to Change Avatar in Agile CRM
All Tutorials / How to Change Avatar in Agile CRM Updated on: Here’s how to change your avatar in Agile CRM to personalize your profile quickly: Click your profile icon at the top right corner. Click on Settings. Go to Profile under Settings, then click the avatar image. Select an avatar or click Upload to […]