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CRM

  • How to whitelist Agiled.app in G suite Admin panel?
  • Creating Clients from Form Submissions in Agiled
  • How to save Forms as Templates in Agiled
  • How to create a Questionnaire Using Agiled Forms
  • How to Export Form Submissions in Agiled
  • How to add a new Client.
  • How to share forms with your audience.
  • Overview of Widgets in Agiled Forms
  • How to add Pipeline stages?
  • Creating and Sharing Forms in Agiled
  • How to add new account in CRM
  • How to add notes for Contacts?
  • How to edit an Account in CRM
  • How to add notes for Account?
  • How to export contacts
  • How to add a Task for Contact?
  • How to add a Follow Up for a Contact?
  • How to add files for a Contact/Account?
  • How to add a task for Account?
  • How to convert contact to a prospect
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