How to Create a Deal in Agile CRM
All Tutorials / How to Create a Deal in Agile CRM Updated on: Here’s how to create a deal in Agile CRM to manage sales efficiently : Click the menu bar in the top-left corner. Click Deals in the main menu. Click Add Deals. Enter the deal name, contact, value, milestone, and other details. Click […]
How to Create Tags in Agile CRM
All Tutorials / How to Create Tags in Agile CRM Updated on: Here’s how to sync your Agile CRM calendar with Google Calendar seamlessly: Click the menu bar in the top-left corner. Click Contacts in the main menu. Select the contact to tag. Click Add tag. Enter the Tag and Click Add Tag to apply […]
How to Merge Contacts in Pipedrive
All Tutorials / How to Merge Contacts in Pipedrive Updated on: Here’s how to merge contacts in Pipedrive easily: Go to Contacts. Select the contact you want to merge. Click the More Options menu. Select Merge Duplicates. Click Preview. Click Merge to confirm. The system merges the contacts successfully. Need accurate B2B data? Get 200M+ […]
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 Sync Agile CRM Calendar with Google Calendar
All Tutorials / How to Sync Agile CRM Calendar with Google Calendar Updated on: Here’s how to sync your Agile CRM calendar with Google Calendar seamlessly: Click the Calendar icon from the left sidebar. Click Add Google Calendar. Click Enable to Connect with Google and sign in to your Google account. Select Gmail Account and […]
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 Import Data Into Pipedrive
All Tutorials / How to Import Data Into Pipedrive Updated on: Here’s how to import data into Pipedrive with ease: Go to your Profile Icon. Click Tools and Apps. Select Import Data . Click Get Started. Enter the file information. Upload the file. Map the fields correctly. Preview the list. Click Start Import. The system […]
How to Export From Pipedrive
All Tutorials / How to Export From Pipedrive Updated on: Here’s how to export data from Pipedrive quickly: Go to your Profile Icon. Click Tools and Apps. Select Export Data. Choose All Data Types . Click Export, The system exports the data successfully. Need accurate B2B data? Get 200M+ verified leads today for smarter prospecting. […]
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 Send Bulk Emails in Agile CRM
All Tutorials / How to Send Bulk Emails in Agile CRM Updated on: Here’s how to send bulk emails in Agile CRM to reach multiple contacts efficiently: Click the menu bar</strong in the top-left corner. Go to Email Templates. Select Email Templates or create a new one. Go to the Contacts section and apply filters […]