How to View Contact Activity History in Agile CRM
All Tutorials / How to View Contact Activity History in Agile CRM Updated on: Here’s how to view contact activity history in Agile CRM for better tracking : Click the menu bar in the top-left corner. Go to Contacts from the main menu. Select the Contact whose activity history you want to view. Review all […]
How to Schedule an Appointment in Agile CRM
All Tutorials / How to Schedule an Appointment in Agile CRM Updated on: Here’s how to schedule an appointment in Agile CRM with a few simple steps : 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 Trigger Automation Based on Tags in Agile CRM
All Tutorials / How to Trigger Automation Based on Tags in Agile CRM Updated on: Here’s how to trigger automations in Agile CRM using tags for smoother workflows : Go to Triggers from the main menu. Click Add Trigger. Choose Tag Added or Tag Removed as the trigger condition. Set the Tag and select the […]
How to Track Email Campaign Performance in Agile CRM
All Tutorials / How to Track Email Campaign Performance in Agile CRM Updated on: Here’s how to track email campaign performance in Agile CRM for quick insights : Go to Campaigns from the main menu. Select the Email campaign and click the Analytics icon. Review key metrics such as Open Rate, Click Rate, Bounces, and […]
How to Change Email Signature in Pipedrive
All Tutorials / How to Change Email Signature in Pipedrive Updated on: Here’s how to change your email signature in Pipedrive to personalize messages : Go to your Avatar. Click Personal Preferences. Navigate to Email Sync. Click Edit Signature. Update the signature name and content, then click Save. The system updates the signature successfully. Need […]
How to Change the Value of a Deal in Pipedrive
All Tutorials / How to Change the Value of a Deal in Pipedrive Updated on: Here’s how to change the value of a deal in Pipedrive to keep sales data accurate : Go to Deals. Click the Edit option under the Value field. Enter a new amount and click Save. The system updates the deal […]
How to Delete a Stage in Pipedrive
All Tutorials / How to Delete a Stage in Pipedrive Updated on: Here’s how to delete a stage in Pipedrive to streamline your sales pipeline : Go to Deals. Click Pipeline View. Click Edit Pipeline. Select the stage you want to delete and click Delete Stage. Click Delete Stage again to confirm. Click Save Changes. […]
How do I Delete an Activity in Pipedrive
All Tutorials / How do I Delete an Activity in Pipedrive Updated on: Here’s how to delete an activity in Pipedrive to keep your workspace organized : Go to Activities. Select the activity you want to delete. Click the Delete icon. Click Delete again to confirm. The system deletes the activity successfully. Need accurate B2B […]
How to Change Filters in Pipedrive
All Tutorials / How do I Delete an Activity in Pipedrive Updated on: Here’s how to delete an activity in Pipedrive to keep your workspace organized : Go to Activities. Select the activity you want to delete. Click the Delete icon. Click Delete again to confirm. The system deletes the activity successfully. Need accurate B2B […]
How to Add Event in Agile CRM
All Tutorials / How to Add Event in Agile CRM Updated on: Here’s how to add an event in Agile CRM to organize your schedule efficiently : 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 the […]