CRM articles
35 articles in this category
You can easily convert contact to a prospect by following the steps given below: 1. Go to the 'CRM' and then click 'Contacts' on the toolbar. 2. On the new page
Video tutorial on how to add a task for an account? In Agiled, you can add tasks to the CRM Account. Tasks are a way to create a to-do list about an Account in
It is very simple to edit an account in CRM. Follow the steps given below: 1. Click on 'CRM' and go to 'Accounts' on the toolbar. 2. You will find a list of ac
Video tutorial on how to add notes for an Account. In Agiled you can add notes for Accounts to keep track of important things about Account in the CRM. You can
Introduction Agiled allows you to automate client creation using form submissions. This feature can help streamline your client onboarding process, ensuring all
Owing to some API policy changes from Google you need whitelist Agiled by signing into your Google Admin console using an administrator account. If you don’t kn
You can chat or start a conversation with your client but you need to turn this on from the settings. To turn on chat with clients go to Settings - Chat Settin
You can add clients in Agiled to send them invoices, estimates, proposals, contracts, and to collaborate with them on projects. You can also invite them to the
Video tutorial on how to add a new contact in CRM Contacts are individuals who have purchased your product or service or they are interested in purchasing your
Video Tutorial on how to create a new deal Don't know how to create a new deal? Deals are sales opportunities that generate business for an organization. Deals
Introduction Agiled forms come with a user-friendly drag-and-drop builder and a variety of widgets to help you build comprehensive and effective forms. This gui
You can add CRM Stage 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 Stage an
Introduction Agiled forms offer a versatile way to create questionnaires for your clients, leads, or audience. This guide walks you through the process of setti
Video tutorial for adding Notes for a Contact In Agiled you can add notes for your contacts to keep track of important things about your contact in the CRM. You
Introduction Agiled's form builder allows you to save your custom forms as templates for future use. This handy feature streamlines the process of creating simi
If you want to export contacts but don't know how to do it, don't worry, we are sharing few easy steps with you to guide you: 1. Click on 'CRM' and then go to t
Video tutorial on how to convert a contact to a client In Agiled, you can convert your contacts into clients to send them invoices, estimates, collaborate with
Video Tutorial on how to add a task for a contact In Agiled, you can add tasks in the CRM contacts. Tasks are a way to create a to-do list about a contact in Ag
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
Introduction Agiled offers a straightforward way to export form submissions, facilitating data usage across various platforms. You can export data in CSV or XLS
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
Can't log email for an Account? No problem! Just follow the given simple steps and you will be able to log email for your account. 1. The first step is to login
A Sales Pipeline is an organized, visual way of tracking multiple potential buyers as they progress through different stages in the purchasing process. A sales
You can add CRM Source 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 Source
Video tutorial on How to Log and Send Emails in Agiled CRM Keeping track of customer emails is really difficult, you have to go through your inbox, again and a
Introduction Forms are an integral part of Agiled, allowing you to gather valuable information from leads, create questionnaires, establish client submission fo
If you want to import contacts but don't know how to do it, don't worry, We are sharing few easy steps with you to guide you: 1. Click on 'CRM' and then go to t
It is very simple to delete an account in CRM. Follow the steps given below: 1. Click on 'CRM' and go to 'Accounts' on the toolbar. 2. You will find a list of a
Here is the list of client keywords for the forms. Field Name Keyword First Name first_name Last Name last_name Contact Email email Type type Job Title job_tit
Video tutorial on how to create a new sales pipeline stages Sales pipeline stages represent each step a prospect takes through your sales process, from becoming
Introduction Sharing your forms with your audience is a crucial step in data collection in Agiled. There are two methods you can use to share your forms - direc
Video tutorial on how to add files for a contact/account? In Agiled you can add files to account details so you can keep all the files related to an account in
Video Tutorial on how to add a follow-up for a contact Following up with your leads and contacts is very important and Agiled gives you an easy way to do that.
Video Tutorial on how to add a new Account in CRM Accounts are companies or departments within a company with which you have business dealings. In Agiled CRM, s
Video tutorial on how to schedule a meeting for a contact/account When you work with clients, leads, or prospects, you might have to schedule meetings with them