Complete knowledge base for Agiled - All-in-one business management platform
Onboarding articles from Agiled Help Center
Features articles from Agiled Help Center
Automation articles from Agiled Help Center
Partner Programs articles from Agiled Help Center
Change log articles from Agiled Help Center
Settings articles from Agiled Help Center
Action is the step you want to take in a Workflow. In other words, an action is what you want your workflow to do. For example, sending an email to a client is
How To Custom Field For Clients? You can add as many custom fields for a client as you want. To add custom field go to Settings -> Custom Fields and click on “A
In Agiled, you have complete control over what your teammates and clients can see in their portal. There are two steps involved when you are managing roles and
How do I add an Employee/Staff/Team Member? To add an employee or a team member go to HRM-> Employees and click on Add Employee. Add all the required informatio
Agiled gives you complete control over Roles and Permissions for your team members. You can easily control who sees what and assign roles to your teammates. Ho
You can add CRM Status in just a few minutes by following these steps: 1. Go to the 'Settings' on the toolbar. 2. Click on 'CRM Settings.' 3. Enter CRM Status