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 […]