CRM
- How to add a new Client.
- How to whitelist Agiled.app in G suite Admin panel?
- How to turn on chat/messaging with clients
- How to add new account in CRM
- How to create a new sales pipeline?
- How to add Pipeline stages?
- How to delete an account in CRM
- List of keywords for forms
- How to add CRM Source
- How to log E-mail for a Contact?
- How to add CRM Status
- How to add CRM Stage
- How to import contacts
- How to create a new deal?
- How to convert a contact to a client
- How to add a new contact
- How to log E-mail for an Account?
- How to schedule a meeting for a Contact/Account?
- How to export contacts
- How to convert contact to a prospect