Features articles from Agiled Help Center
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Here are the currencies Agiled supports right now. currency_name currency_symbol currency_code United States Dollar $ USD Pounds £ GBP Euros € EUR Rupee ₹ INR A
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
Stay productive by tracking your and your team's time in Agiled. Agiled comes with a built in time tracking and you can track and bill for your time very easil
Introduction Agiled allows you to share an event type with your audience, clients, contacts, or leads so that they can book a meeting with you. You can share th
Introduction Automations in Agiled can significantly simplify and streamline your workflow by automatically triggering actions based on specific events. Whether
Introduction In this tutorial, we'll guide you through the process of editing an event type in Agiled. Whether you need to adjust the meeting platform, the dura
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
How to create an Invoice in Agiled? To create an invoice, go to Finance -> Invoiceand click on Plus button. This will take you to create invoice screen. Follow
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 create a new sales pipeline stages Sales pipeline stages represent each step a prospect takes through your sales process, from becoming
To change the invoice template follow these steps: 1. Go to the Finance option on the right side of the toolbar. 2 . Then click on ' Invoices' from the list. 3.
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
How to create a dependent task? In order to create a dependent task follow these simple steps given below. 1. First of all go to the sidebar menu and click on t
To manage leaves of your employees, go to HRM -> Leaves. How to assign Leaves to Employees? To assign a leave to employee click “Assign Leave” from the top righ
Introduction: In this tutorial, we will show you how to send a document you created in Agiled to your clients or contacts. There are two ways to send a document
Introduction Forms are an integral part of Agiled, allowing you to gather valuable information from leads, create questionnaires, establish client submission fo
Introduction Agiled allows you to automate client creation using form submissions. This feature can help streamline your client onboarding process, ensuring all
Introduction Agiled Docs offers a variety of layout options to help you create professional and visually appealing documents. In this tutorial, we'll explore th
You can visualize and manage your tasks in Kanban style with Task Board. In task board you can see tasks assigned to your or tasks created by you. You can move
Please watch the video below to create a product plan for a subscription.
How to create a new task? Want to create a new task but don't know how? We will show you how you can create a new task just by following these simple steps: 1.
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 This tutorial will demonstrate how to add a pricing table to your Agiled contracts and proposals. The pricing table is a useful feature that allows
In order to delete an invoice you need to follow these steps: 1. Go to the 'Finance' in the toolbar, then open 'Invoices.' 2. A list of invoices will open in fr
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
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
Follow the steps below to run payroll: 1. Go to the 'HRM' and click on 'Payroll.' 2. After that select the month and year of pay and mark the boxes which you wa
The steps which you can follow to assign leave to a teammate are: 1. Go to the 'HRM' from the side navigation and click on 'Leaves.' 2. Click on 'Assign Leave'
To log the time manually in Agiled, follow these steps: 1. Go to the 'Time sheet' on the toolbar and open it. 2. To enter the time manually click on the '+'.' 3
Introduction: In this tutorial, we will guide you through how your clients can sign the documents you sent them using Agiled. Signing documents in Agiled is a s
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 In this tutorial, we will demonstrate how to use input fields in Agiled docs. Input fields can collect information from your recipients, such as th
How to manage Project Tasks? Project tasks are organized in the Tasks tab of the project dashboard. To see all tasks of the project go to any project and click
Introduction Hello everyone! In today's video, we're going to learn how to create a new invoice in Agiled. This process is important for managing and documentin
Follow these simple steps in order to add a new ticket channel: 1. First of all go to the sidebar menu and click on the "Tickets" category. . 2. Once the Ticket
How do I add an Employee/Staff/Team Member? To add an employee or a team member go to HRM-> Employees and click on Add Employee. Add all the required informatio
You can manage tasks with ease in Agiled. To manage tasks go to Tasks -> All Tasks and click on Add task button. It will take you to Add New Task screen. Ente
Introduction A secure and efficient signing process is essential for any organization dealing with contracts, agreements, or documents requiring signatures. Agi
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.
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
How do I Add Custom Field in Employees? We understand every company has different needs, so we have given the functionality to add custom fields to employee's i
Introduction: In this tutorial, we will show you how to add and customize a cover page for your documents, proposals, or contracts in Agiled Docs. Cover pages c
Follow these steps for sending an Estimate: 1. Go to the 'Finance', click on 'Estimate.' 2. It will take you to the list of Estimates. Select the estimate you
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
How to convert an estimate to an invoice? Converting an estimate to invoice manually can be exhausting. Agiled gives you ability to instantly convert your estim
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
How to create a billable task? We are here to help you out in order to create a billable task. Follow the given simple step by step guide: 1. First of all go to
You can follow the steps given below to mark the attendance of employees in Agiled. 1. Go to the 'HRM' on the toolbar and open 'Attendance.' 2. On the top right
How to record/create an expense? To record/create/add an expense in Agiled go to Finance - Expenses and click on Add button. It will take you to add expense pa
Introduction: In this tutorial, we will guide you through how your clients can sign the documents you sent them using Agiled. Signing documents in Agiled is a s
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
Introduction In Agiled, once a project is completed, you have the option to archive it. Archiving helps keep your workspace tidy by moving completed projects ou
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
Sending a payment reminder is an important part of a business. You need to send payment reminders to get paid faster. Here are the steps you can follow to send
You can follow these steps to send the payment link: 1. Go to the 'Finance', click 'Invoices.' 2. You can send the link of invoices by using the 3 dots menu und
Recurring Invoices are the automated invoices. You set their frequency, interval, and cycle and the system automatically sends those invoices to the recipients
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
If you want to add more designations, follow these steps to create a new one successfully: 1. Go to the 'HRM' on the toolbar and click on 'Designation.' 2. Clic
You can create holidays for your team in Agiled. These holidays are visible on the calendar. To change the holiday settings go to HRM -> Holidays. Add a new Hol
Introduction In Agiled, you can automate the creation of projects from form submissions, and even apply a workflow to it automatically. This guide will show you
How to add a new project? Managing projects in Agiled is very easy and Project management in Agiled is very comprehensive. To create a new project go to Product
Introduction In this tutorial, we'll show you how to use merge tags in Agiled Docs to personalize your contracts or proposals with client data from the CRM. Mer
Introduction: In this tutorial, we will show you how to send a document you created in Agiled to your clients or contacts. There are two ways to send a document
Agiled has introduced a comprehensive and improved Docs experience based on user feedback and suggestions. This enhanced feature includes a wide range of improv
How to create a repeating task? Have a problem creating a repeating task? Follow the given simple step by step guide: 1. First of all go to the sidebar menu an
We will help you out to create a new ticket with these simple steps: 1. First of all look at the sidebar menu and click on the "Tickets" category. .2. Now click
Follow these simple steps in order to add ticket agents: 1. First of all go to the sidebar menu and click on the "Tickets" category. . 2. Once the Tickets page
Introduction In Agiled, you can leverage project templates for increased efficiency, especially when dealing with similar types of projects, such as web develop
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
Introduction: This tutorial will show you how to apply a saved template when creating a document, contract, or proposal in Agiled. This feature allows you to st
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 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
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
How to add a Department in Agiled? Every company has different teams and departments and you can create as many teams and departments as you want in Agiled. To
How to create Estimate/Quote ? You can send professional estimates or quotes to your customers to get their approval and close more deals. To create an estimat
Introduction Hello everyone! In this video tutorial, I'm going to walk you through the steps to delete an event type in Agiled. There might be instances when yo
Introduction Agiled is a versatile platform that allows you to create and manage contracts, proposals, and other documents. This guide will walk you through cre
For adding a new holiday, follow the steps below: 1. Go to 'HRM' on the toolbar and open 'Holiday.' 2. Click on 'Add Holiday' in the top right corner. 3. Enter
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
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
In order to add a teammate salary, follow these steps: 1. Go to the 'HRM' and open 'Teammate Salary.' 2. On the new page you will find a list of teammates and t
For creating an event, follow the steps below: 1. Go to the 'Scheduling' on the toolbar and click on the "Events". 2. Click on 'Create Event' present at the top
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
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
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
Introduction: This tutorial will show you how to add and customize a cover page for your documents, proposals, or contracts in Agiled Docs. Cover pages can help
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
Introduction Agiled offers a straightforward way to export form submissions, facilitating data usage across various platforms. You can export data in CSV or XLS
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
How to add files to a task? Want to add files to a task? By following these simple steps you can easily add files to a task. 1. First of all go to the sidebar
Introduction: This tutorial will demonstrate how to self-sign a document in Agiled. This feature allows you to add your signature to a contract or proposal, pro
Introduction Project categories are a valuable tool for organizing your projects in Agiled. They can streamline your workflow and improve your automation proces
Introduction Welcome, in this video tutorial, I'll be walking you through the process of cancelling a scheduled event or meeting in Agiled, an all-in-one busine
Introduction In this video, we'll show you how to use the Initials Widget in Agiled Docs for contracts and proposals. The Initials Widget allows you to capture
Please watch the video tutorial for creating project template.
Introduction: This documentation will guide you through the process of pausing and activating an automation in Agiled. 1. Navigating to Automations Page: - Go t
Introduction In this tutorial, we will guide you on how to avoid double booking in Agiled, how to sync events with your calendars in real time, and how to add e
Time Tracking is very important to keep yourself updated with the activities of your employees. It includes the time logs, date, and total working hours. If yo
Introduction Agiled's Automation feature allows you to automate tasks, such as sending a thank-you email when a client pays an invoice. This guide will walk you
Follow these simple steps in order to add ticket reply templates: 1. First of all go to the sidebar menu and click on the "Tickets" category. . 2. Once the Tick