We are happy to announce that the CRM is now available on the teammate portal as well.
Your team can now manage Accounts, Contacts, and Deals assigned to them from their portal.
Ever since our new CRM went live, we were receiving a lot of requests to make it available on the teammate side too. We had to wait a while for this, and today we have made it available for your team.
You can assign contacts, accounts, or deals to your team by adding them as Sales Agents.
You can manage the permissions by going to Settings -> Roles & Permissions.
We hope you like this update, and we look forward to your feedback.
We have been hard at work 🛠.
Agiled is now twice as fast so you can grow your business faster than ever.
As part of our speed optimizations, we have been busy in applying optimizations and upgrading our servers.
We already optimized our speed few weeks back and we have improved it even further now. Altogether, Agiled is 2X faster now.
But this doesn't end here...
We are working on more optimizations to make it even better.
We thank you for your continued support and feedback.
I am super excited to share this amazing update with you 🤩
Task Comments now support Mentions 🥳.
You can now mention your teammates in task comments to get their attention. They will receive an instant notification about the comment.
This takes team collaboration a step further and makes project management in Agiled even smoother.
To mention someone in the comment, just type "@" and select the person from the list.
Please note that mentions only support teammates right now, we will add the support for clients soon.
I hope you like this update, and I look forward to your feedback on this update.
Super excited to share that another promised & exciting update is here i.e Agiled Chrome Extension.
You and your team can now track time from anywhere on the web with 1 click.
There goes the dependency to log in to your account any time you need to track your time.
You can watch the above video for our Chrome Extension Demo and let us know what you think about it.
Please note that this is the very first version of our Chrome extension, and we will be looking forward to your feedback to add more features to it.
Looking forward to exciting ideas.
We were getting reports about a major UX problem by many users i-e while choosing clients to create invoices, projects etc., the drop-down list was only showing the First Name of the clients.
It was creating a real confusion when multiple clients had the same First Name.
Our team sorted this out on a priority basis 💪🏼.
Now the list shows First Name, Last Name, and Account name if any.
Here is the format [First Name] [Last Name] ( [Account Name] )
Example: Bill Gates (Microsoft)
This has been updated in all the tables as well as lists to avoid any type of confusion and problems 😎.
We hope that this will make managing business in Agiled Super Easy for you 😍.