Agiled Knowledge Base
  • Onboarding
  • Features
  • Automation
  • Partner Programs
  • Change log
  • Settings
  • Signup
  • Contact
  • Contact

CRM

  • How to schedule a meeting for a Contact/Account?
  • How to add a Follow Up for a Contact?
  • How to add a task for Account?
  • How to add a Task for Contact?
  • How to add files for a Contact/Account?
  • How to add notes for Account?
  • How to add notes for Contacts?
  • How to edit an Account in CRM
  • Creating and Sharing Forms in Agiled
  • Overview of Widgets in Agiled Forms
  • How to create a Questionnaire Using Agiled Forms
  • How to share forms with your audience.
  • How to Export Form Submissions in Agiled
  • How to save Forms as Templates in Agiled
  • 1
  • 2

Categories

  • CRM
  • Docs
  • Finance
  • HRM
  • Project Management
  • Scheduling
  • Subscriptions
  • Support Toolkit
No results found

© Agiled 2025. Powered by Help Scout