Here is the list of client keywords for the forms.
Field Name
Keyword
First Name
first_name
Last Name
last_name
Contact Email
Type
type
Job Title
job_title
Phone
phone
Skype
skype
Tax Number
tax_no
Note
note
**
Note: If you have added any custom fields to the clients you need to change the field name in the lower case and replaces space by underscore
E.g If your custom field name is Birth Day , the keyword will be birth_day and if it is Birthday than the keyword will be birthday.**
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
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
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
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 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