Updates

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Categories
  • Categories
  • All
  • New feature
  • Improvement
  • Fix
  • Maintenance
  • Announcement
  • Coming soon
New feature
a year ago

🎉 Get Ready for the Ultimate Forms Revolution in Agiled: Power-Packed & Fully Customizable!

🚀 Hold on to your hats, because we have some amaaaazing news to share!

 

We are over the moon to announce the launch of the NEW Forms Experience in Agiled!

 

After months of hard work and dedication, we've completely reinvented our forms builder to make it more intuitive, powerful, and customizable than ever before.

Introducing our brand new drag-and-drop form builder, designed to help you effortlessly create and edit forms like a true pro!

 

The possibilities are now endless, with tons of exciting features and customization options at your fingertips:

🎨 Unleash your creativity with custom backgrounds, fonts, and colors for every element.
📐 Build multi-column forms to streamline your data collection like never before.
🔗 Effortlessly map fields with a simple dropdown, waving goodbye to the field mapping nightmare.
💾 Save your forms as templates and create forms from templates with just a few clicks!
🚀 Creating Lead Capture forms is now easier than ever, setting you up for success.


Our new forms experience also lets you create projects and assign workflows directly to the projects when a new client is created upon form submission.

 

This means you can kick off projects faster and more efficiently than ever before, keeping you ahead of the game.

Worried about your old forms? Don't be! They are still there and will keep working. You can access them through the "Classic Forms" button on the new forms page. 🙌

To dive into the NEW Forms Experience, simply log in to your Agiled account and navigate to the Forms section under CRM Menu.

 

You'll be amazed at how easy it is to create beautiful, professional forms that elevate your business. It's truly a game-changer! 🌟

New feature
a year ago

🚀 Supercharge Your Event Invites with Web Conferencing Links!

We're thrilled to announce an exciting new feature that will make your event scheduling experience even better - Web Conferencing links! 🌐

Now, while creating or editing an event type, you can choose the location to be Zoom, Microsoft Teams, or Google Meet, and we'll automatically add the web conferencing link to the emails for both the organizer and the invitee. This way, you can save time and ensure seamless communication! 🎉

Here's how to get started:
  • Connect Microsoft Teams and Zoom by heading to Settings > Integrations.
  • For Google Meet, simply connect your Google Calendar in Settings > Integrations. You don't need to connect your Google Meet account separately.
With this update, you can effortlessly incorporate web conferencing into your events, making connecting with your clients, colleagues, and partners easier than ever. 🤝

We hope you enjoy this enhancement to your Agiled experience!
New feature
a year ago

🎉 Introducing the New Docs Experience in Agiled! 🚀

We're excited to announce a brand-new feature in Agiled that will make creating contracts and proposals easier than ever!

 

Say hello to the New Docs Experience 🌟 – a powerful, user-friendly tool designed to streamline your Doc creation process.


Here's what you can expect with the New Docs Experience:

  • Drag-and-drop builder: Creating professional-looking documents is now a breeze. Simply drag and drop elements to craft the perfect contract or proposal. 🖱️
  • Auto-save feature: Never worry about losing your work again, as our auto-save feature ensures your progress is always saved.
  • Templates and merge tags: Save time with pre-built templates, and personalize your documents with merge tags.
  • Multiple signatures and widgets: Add multiple signatures, images, text, headings, initials, input fields, and date fields effortlessly.
  • Save as template: Turn your custom documents into reusable templates for future use.
  • Design customization: Add cover pages, change block colors, and choose from various layout options to make your documents stand out. 

 

Ready to give the New Docs Experience a try?

Improvement
a year ago

Appointment Toolkit is no more!

The Appointment Toolkit is no more, but for good 😁


We have recently rolled out some major changes that will make scheduling appointments and events a breeze for you. Here's what you need to know:

  1. Appointment Toolkit has been replaced by Events now. Appointment Type has become Event Type, and Appointments have become Events.
  2. You can now find Events in Productivity > Events.
  3. All your events will be shown there, whether with your team, leads, or clients.
  4. To see the events on the calendar, you can click Event Calendar.
  5. To create an event, click Create Event, and we will ask you if you want to create this event with your team or client.
  6. Like before, your clients/leads can schedule meetings with you from your Event Type/Event Booking page.
  7. You can now customize your brand color for each of your Event Types.
  8. Also, your company logo and profile pic are now shown on your booking page for added personalization.
Improvement
a year ago

Deals Improved

Here is a lowdown on our recent upgrade to the deals feature.

✅ First, we've changed the default view to the Pipeline View, which is much more visual and user-friendly. This means you can see where your deals are in the sales process at a glance.

✅ You can now drag and drop deals between different stages, a real game-changer. This makes it much easier to manage your sales pipeline and saves you time.

✅ With the new dropdown feature, you can change the pipeline you view in just one click. This makes it easier to navigate your sales pipeline and stay organized.

✅ Customize your pipelines and lists with a range of colors. This is great for personalization and makes it easier to differentiate between them and find what you need at a glance.

✅ You can now add pipelines and stages on the go using quick creates when creating or editing a deal. This is a huge time-saver and makes it easier to organize your sales pipeline in real time.

✅ Last but not least, we've introduced a dedicated view for deals, where you can add notes, meetings, files, and other important information related to the deal. This is a fantastic way to stay organized, keep track of all your deal-related information in one place, and ensure you never miss a beat.

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