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 […]
How do I check my subscription plan in Pipedrive
All Tutorials / How do I Check My Subscription Plan in Pipedrive Updated on: Here’s how to check your subscription plan in Pipedrive to review your billing details: Go to your Avatar. Click Billing . View your current subscription plan displayed on the screen. Need accurate B2B data? Get 200M+ verified leads today for smarter […]
How do I change my company name in Pipedrive
All Tutorials / How do I Change My Company Name in Pipedrive Updated on: Here’s how to change your company name in Pipedrive for updated branding: Go to your Avatar. Click Company Settings . Edit the company name and details. Click Save to apply the changes. Need accurate B2B data? Get 200M+ verified leads today […]
How do I export Products from Pipedrive
All Tutorials / How do I Export Products From Pipedrive Updated on: Here’s how to export products from Pipedrive for analysis or backup: Go to the More Options menu. Click Products . Open the tools menu to access powerful product management features. Utilize the export feature to analyze product performance or share data with stakeholders. […]
How do I delete a Product in Pipedrive
All Tutorials / How do I Set User Permissions in Pipedrive Updated on: Here’s how to set user permissions in Pipedrive to control access levels: Go to your Avatar. Click Manage Users . Select Permission Sets. Click Add Permission Set. Enter the required details and click save. Click Save. The permission set is created successfully. […]