How to Send Bulk Emails in Agile CRM
All Tutorials / How to Send Bulk Emails in Agile CRM Updated on: Here’s how to send bulk emails in Agile CRM to reach multiple contacts efficiently: Click the menu bar</strong in the top-left corner. Go to Email Templates. Select Email Templates or create a new one. Go to the Contacts section and apply filters […]
How to Edit or Update Notes in a Deal in Agile CRM
All Tutorials / How to Edit or Update Notes in a Deal in Agile CRM Updated on: Here’s how to edit or update notes in a deal in Agile CRM to keep your sales records: Click the menu bar in the top-left corner. Left-click the deal you want to add a note to. In the […]
How to Integrate Calendly Using API
All Tutorials / How to Integrate Calendly Using API Updated on: Here’s how to integrate Calendly using API to automate scheduling and workflows: Go to Integrations & Apps in your Calendly dashboard. Select API and Webhooks from the menu. If you don’t have an existing token, click Get a Token. Click Continue to proceed. Enter […]
How to Add Zoom Link to Calendly
All Tutorials / How to Add Zoom Link to Calendly Updated on: Here’s how to add a Zoom link to your Calendly events quickly: On your dashboard, navigate to “Integrations & Apps.” Select “Video Conferencing.” Under the Video Conferencing section, choose “Zoom.” Click on the meeting you need to change. Click on the location. Need […]
How to Add Zoom Link to Calendly Invite
All Tutorials / How to Add Zoom Link to Calendly Updated on: Here’s how to add a Zoom link to your Calendly events easily: On your dashboard, navigate to “Integrations & Apps.” Select “Video Conferencing.” Under the Video Conferencing section, choose “Zoom.” Click on the meeting you need to change. Click on the location. Need […]
How to Create a Group Event in Calendly
All Tutorials / How to Create a Group Event in Calendly Updated on: Here’s how to create a group event in Calendly for multiple attendees: On your dashboard, click the “New Event Type” button. Select “Group” from the available options — this allows multiple people to book the same time slot. Enter a name for […]
How to Cancel a Meeting on Calendly
All Tutorials / How to Cancel a Meeting on Calendly Updated on: Here’s how to cancel a Calendly meeting without impacting others: Go to the Meetings section. Select the event you want to cancel. Click on Cancel. Click Yes, Cancel to confirm. Once the event is cancelled, you’ll see it marked as Cancelled in your […]
How to Cancel a Calendly Appointment
All Tutorials / How to Cancel a Calendly Appointment Updated on: Here’s how to cancel a Calendly appointment and notify participants with one step: Go to the Meetings section. Select the event you want to cancel. Click on Cancel. Click Yes, Cancel to confirm. Once the event is cancelled, you’ll see it marked as Cancelled […]
How to Change Time Zone in Calendly
How to Change Time Zone in Calendly All Tutorials / How to Change Time Zone in Calendly Updated on: Here’s how to change your time zone in Calendly for accurate meetings: Click on your profile icon or initials in the top-right corner of your Calendly dashboard. From the dropdown, select All Settings. Go to the […]
How to Integrate Zoom with Calendly
All Tutorials / How to Integrate Zoom with Calendly Updated on: Here’s how to integrate Zoom with Calendly for quick and easy video meeting setup: From the dashboard, select “Integrations & Apps” on the left-hand side of the window. In the list of available integrations, find “Zoom” and click on it. Select which you need […]