How to Create an Event in Agile CRM
All Tutorials / How to Create an Event in Agile CRM Updated on: Here’s how to create an event in Agile CRM for better planning and coordination : Click the Calendar icon from the left sidebar. Click + Add Event. Enter the Appointment details such as title, date, time, and participants. Click Save to schedule […]
How to Add an Appointment to Agile CRM Calendar
All Tutorials / How to Add an Appointment to Agile CRM Calendar Updated on: Here’s how to add an appointment to your Agile CRM calendar with ease : Go to Contacts from the main menu. Click the More Options icon and choose Schedule an appointment. Choose a Time Slot. Select the Date and Time. Select […]
How to Update Task Status to Done in Agile CRM
All Tutorials / How to Update Task Status to Done in Agile CRM Updated on: Here’s how to update a task status to ‘Done’ in Agile CRM to keep projects on track : Click the Task icon in the top left corner. Click the Checkbox. The Task status will update to Completed. Need accurate B2B […]
How to Change Account Password in Agile CRM
All Tutorials / How to Change Account Password in Agile CRM Updated on: Here’s how to change your account password in Agile CRM easily and securely : Click the Profile icon in the top-right corner. Open the Admin Settings. Go to profile section and click Change Password under Settings. Enter your current and new passwords, […]
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 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 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 200M+ verified leads […]
How to Set User Permissions in Agile CRM
All Tutorials / How to Set User Permissions in Agile CRM Updated on: Here’s how to set user permissions in Agile CRM to control and maintain security : Click your Profile icon at the top right corner. Click the Admin Settings. Go to Users under Admin settings and select the desired user. Select a role […]
How to View Upcoming Tasks in Agile CRM
All Tutorials / How to View Upcoming Tasks in Agile CRM Updated on: Here’s how to view your upcoming tasks in Agile CRM to stay organized : Click the Task icon in the top left corner. Click on Filter. Select Pending Tasks. View all scheduled tasks with their due dates and details. Need accurate B2B […]