How to Manage Tags in Contacts in Agile CRM
All Tutorials / How to Manage Tags in Contacts in Agile CRM Updated on: Here’s how to manage contact tags in Agile CRM for better organization: Click the menu bar in the top-left corner. Go to the Contacts . Select a contact whose tags you want to manage . Click the Tags section. Enter the […]
How to Create Tags in Agile CRM
All Tutorials / How to Create Tags in Agile CRM Updated on: Here’s how to sync your Agile CRM calendar with Google Calendar seamlessly: Click the menu bar in the top-left corner. Click Contacts in the main menu. Select the contact to tag. Click Add tag. Enter the Tag and Click Add Tag to apply […]
How to Sync Agile CRM Calendar with Google Calendar
All Tutorials / How to Sync Agile CRM Calendar with Google Calendar Updated on: Here’s how to sync your Agile CRM calendar with Google Calendar seamlessly: Click the Calendar icon from the left sidebar. Click Add Google Calendar. Click Enable to Connect with Google and sign in to your Google account. Select Gmail Account and […]
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 […]