How to Set Up a Deal in Agile CRM
All Tutorials / How to Set Up a Deal in Agile CRM Updated on: Here’s how to set up a deal in Agile CRM to start tracking your sales opportunities: Click the menu bar in the top-left corner. Click Deals in the main menu. Click Add Deal. Enter the deal name, contact, value, milestone, and […]
How to Transfer Deals from CSV to Agile CRM
All Tutorials / How to Transfer Deals from CSV to Agile CRM Updated on: Here’s how to transfer deals from a CSV into Agile CRM 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 and Click […]
How to Add a New Company in Agile CRM
All Tutorials / How to Add a New Company in Agile CRM Updated on: Here’s how to add a new company in Agile CRM in just a few steps: 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 Integrate Agile CRM with Slack
All Tutorials / How to Integrate Agile CRM with Slack Updated on: Here’s how to integrate Agile CRM with Slack for quick team updates: 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. Finally […]
How to Link Shopify to Agile CRM
All Tutorials / How to Upload Contacts into Agile CRM Updated on: Here’s how to upload contacts into Agile CRM to import your customer data quickly: Click the menu bar in the top-left corner. Go to the Contacts. Click the More icon, then choose Import. Click Upload CSV file. Select the fields and Click Import. […]
How to Upload Contacts into Agile CRM
All Tutorials / How to Upload Contacts into Agile CRM Updated on: Here’s how to upload contacts into Agile CRM to import your customer data quickly: Click the menu bar in the top-left corner. Go to the Contacts. Click the More icon, then choose Import. Click Upload CSV file. Select the fields and Click Import. […]
How to Remove a User in Agile CRM
All Tutorials / How to Remove a User in Agile CRM Updated on: Here’s how to remove a user in Agile CRM when access needs to be revoked: Go to Admin Settings. Select Users from the menu. Select the user and click Delete. Click Yes. Need accurate B2B data? Get 200M+ verified leads today for […]
How to Move a Deal Through Stages in Agile CRM
All Tutorials / How to Move a Deal Through Stages in Agile CRM Updated on: Here’s how to move a deal through stages in Agile CRM easily: Click the menu bar in the top-left corner. Go to Deals from the main menu. Drag and drop the deal to the desired stage. The deal will automatically […]
How to Merge Duplicate Contacts in Agile CRM
All Tutorials / How to Merge Duplicate Contacts in Agile CRM Updated on: Here’s how to merge duplicate contacts in Agile CRM to maintain clean data: Go to Contacts from the main menu. Select the duplicate contacts you want to merge. Click the More Options icon and select Merge Duplicate. Select the Duplicate Contact and […]
How to Mark a Task as Complete in Agile CRM
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 […]