Best Practices for Cold Email Outreach to Convert B2B Leads
MODIFIED ON Best Practices for Cold Email Outreach to Convert B2B Leads B2B List Building Strategies for Smarter Prospecting Are you struggling to get your cold email noticed or even get a reply? Many B2B marketers face the same problem when trying to reach busy decision-makers. Emails often fail because lists are outdated, addresses bounce, […]
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 […]
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 Modify Your Avatar in Agile CRM
All Tutorials / How to Modify Your Avatar in Agile CRM Updated on: Here’s how to modify your avatar in Agile CRM for a personalized profile : 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 […]
How to Allocate a Task to a Team Member in Agile CRM
All Tutorials / How to Allocate a Task to a Team Member in Agile CRM Updated on: Here’s how to allocate a task to a team member in Agile CRM for smoother teamwork: Click the menu bar in the top-left corner. Go to the Deals. Go to Tasks section and Click Add Task. Fill in […]
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 Allocate a Deal to a Team Member in Agile CRM
All Tutorials / How to Allocate a Deal to a Team Member in Agile CRM Updated on: Here’s how to allocate a deal to a team member in Agile CRM to improve sales : Click the Deals tab from the left sidebar. Select the deal you want to assign. Click the Edit Deal. In the […]
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 Add Documents in Agile CRM
All Tutorials / How to Add Documents in Agile CRM Updated on: Here’s how to add documents in Agile CRM for quick access and smoother workflow : Go to the Documents tab. Click Add Documents. Enter a Title. Select a file from your computer, then click Save. Need accurate B2B data? Get 150M+ verified leads […]
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 […]