How to edit an Account in CRM

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