How to Add Products in Pipedrive
All Tutorials / How to Add Products in Pipedrive Updated on: Here’s how to add products in Pipedrive quickly: Go to the More Options menu. Click Products. Click Add Product. Enter the required details and click Save. The system adds the product successfully. Need accurate B2B data? Get 200M+ verified leads today for smarter prospecting. […]
How to Create Dashboards in Agile CRM
All Tutorials / How to Create Dashboards in Agile CRM Updated on: Here’s how to create dashboards in Agile CRM for better insights and reporting : Click Sales in the top-left corner. Select Manage Dashboards. Click on Add Dashboards. Enter the dashboard Name and description, then Click Save. Need accurate B2B data? Get 200M+ verified […]
How to Create Email Template in Pipedrive
All Tutorials / How to Create Email Template in Pipedrive Updated on: Here’s how to create an email template in Pipedrive easily: Go to Mails. Click New Mail. Select Choose Templates. Click Manage Templates. Click Add New Template. Compose the template and click Save. The system creates the new template successfully. Need accurate B2B data? […]
How to Create an Email Campaign in Agile CRM
All Tutorials / How to Create an Email Campaign in Agile CRM Updated on: Here’s how to create an email campaign in Agile CRM to reach and engage audience : Click the Campaigns tab in the main menu. Click Add Campaign in the top-right corner. Select the Newsletter campaign and click Go. Drag and drop […]
How do I Filter Deals in Pipedrive
All Tutorials / How do I Filter Deals in Pipedrive Updated on: Here’s how to filter deals in Pipedrive in a few steps: Go to Deals. Click the Owner section and select Filters. Click Add New Filter. Enter the filter details and click Save. The system saves the filter successfully. Need accurate B2B data? Get […]
How to Manage Tags in Contacts in Agile CRM
All Tutorials / How to Manage Tags in Contacts in Agile CRM Updated on: Here’s how to manage contact tags in Agile CRM for better organization: Click the menu bar in the top-left corner. Go to the Contacts . Select a contact whose tags you want to manage . Click the Tags section. Enter the […]
How do My Calls Log in Pipedrive
All Tutorials / How do My Calls Log in Pipedrive Updated on: Here’s how to view your call logs in Pipedrive quickly: Go to Contacts. Click Activity. Enter the activity details and click Save. The system creates the call log successfully. Need accurate B2B data? Get 200M+ verified leads today for smarter prospecting. Start Free
How to Create a Task in Agile CRM
All Tutorials / How to Create a Task in Agile CRM Updated on: Here’s how to create a task in Agile CRM to manage and boost productivity : Click Add in the top-right corner. Select Task from the options. Enter the task name, due date, priority, and other details. Click Save to create the task. […]
How to Send Mass Email in Pipedrive
All Tutorials / How to Send Mass Email in Pipedrive Updated on: Here’s how to send mass email in Pipedrive easily: Choose the module you want to send the email from. Select the contacts you want to send the email to. Click Send Group Mail. Enter the required email details. Click Send Message. The system […]
How to Merge Deals in Pipedrive
All Tutorials / How to Merge Deals in Pipedrive Updated on: Here’s how to merge deals in Pipedrive step by step: Go to your Profile Icon. Click Tools and Apps. Select Merge Duplicates. Click Merge. Click Merge again to confirm. The system merges the deals successfully. Need accurate B2B data? Get 200M+ verified leads today […]