How to Embed a Web Form on a Website Using Agile CRM
All Tutorials / How to Embed a Web Form on a Website Using Agile CRM Updated on: Here’s how to embed a web form in Agile CRM to capture leads easily : Click the profile icon in the top-right corner. Open the Admin Settings. Go to Integrations under the Admin settings. Select “Form Builder” under […]
How to Add Multiple Users in Agile CRM
All Tutorials / How to Add Multiple Users in Agile CRM Updated on: Here’s how to add multiple users in Agile CRM to improve team collaboration : Click the profile icon in the top-right corner. Open the Admin Settings. Go to Users under the Admin settings. Click Add User. Fill the New User Details and […]
How to Import Contacts into Agile CRM
All Tutorials / How to Import Contacts into Agile CRM Updated on: Here’s how to import contacts into Agile CRM to build customer database easily : Click the menu bar in the top-left corner. Go to the Contacts. Click the More Options icon, then Select Import. Click Upload CSV file. Select the fields and Click […]
How to Import Deals into Agile CRM
All Tutorials / How to Import Deals into Agile CRM Updated on: Here’s how to import deals into Agile CRM to set up your sales data 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 […]
How to Reset Your Agile CRM Password
All Tutorials / How to Reset Your Agile CRM Password Updated on: Here’s how to reset your Agile CRM password to regain access to your account : 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 Filter Contacts in Agile CRM
All Tutorials / How to Filter Contacts in Agile CRM Updated on: Here’s how to filter contacts in Agile CRM to find the right customers quickly : Click the menu bar in the top-left corner. Go to the Contacts. Click Contacts, then select My Contacts to filter. Click the Filter icon and select an option […]
How to Export Contacts from Agile CRM
All Tutorials / How to Export Contacts from Agile CRM Updated on: Here’s how to export contacts from Agile CRM for reporting purposes : Click the menu bar in the top-left corner. Go to the Contacts. Filter and select the contacts to export. Click Export as CSV. Select the fields to export, then click Yes. […]
How to Export Deals from Agile CRM
All Tutorials / How to Export Deals from Agile CRM Updated on: Here’s how to export deals from Agile CRM for reporting or data analysis : Click the menu bar in the top-left corner. Go to the Deals. Click the More Options icon, then Select Export. Select the fields to export, then click Yes. Need […]
How to Edit Contact Information in Agile CRM
All Tutorials / How to Edit Contact Information in Agile CRM Updated on: Here’s how to edit contact information in Agile CRM to keep your records up to date : Click the menu bar in the top-left corner. Go to the Contacts. Click the more option icon, then select Edit. Update the required fields. Click […]
How to Design an Email Template in Agile CRM
All Tutorials / How to Design an Email Template in Agile CRM Updated on: Here’s how to delete a deal in Agile CRM to maintain a clutter-free sales pipeline : Under the Marketing section, select Email Templates, Click Add Email Templates, Choose a template or click Custom to create your own. After finalizing the template, […]