CRM
- 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
- How to schedule a meeting for a Contact/Account?