Questions by Category: "Collaboration"

In Apptivo Simple Search, Advanced Search, and Global Search are available in all applications. The search option helps you to find information easily especially when you have bulk info...more

My Agenda of Apptivo is a one-stop tracker that has information on the activities associated with your business. You can view your activities and the activities associated with your tea...more

Apptivo’s Call Log activity allows you to generate the associated object report with any apps efficiently. It allows you to generate the collated reports on call log activity with any...more

The Apptivo had made a nip here and a tuck there to lessen the work of creating activities. Have you ever thought that it was a redundant work to enter the Customer details once agai...more

To Download the collaboration Reports, you have to enable the reports and set the preferences to make it visible on the home page. Note: If you are a Non-Superuser, you have to enable t...more

Leads App of Apptivo is a one-stop solution to manage your leads effectively. The trigger feature enables you to generate an action when the event occurs. You can create various collabo...more

Besides having the ability to type in your own comments and tag your colleagues in the News Feeds, the challenge lies in getting your employees to know that they have been tagged. And i...more

Apptivo allows you to create multiple numbers of properties using the Properties app. You can customize your collaboration as per your requirements. Let’s go through the steps to cust...more

The homepage is the page that appears first when the user accesses the app. Email Templates allow you to set up pre-defined messages. These are customized email messages that you can se...more

Login to your Apptivo and select Report from the left panel of your home page. You will be redirected to the Report activity. In the Report activity, select Settings from the...more

My Agenda page of Apptivo is a daily planner that has all the information related to your activities. You can plan your activities for any day of the year and easily retrieve the data. ...more

Email Deliverability enables and verifies the ownership of your sending domains. You’ll need to add SPF and DKIM records. An email will not be sent from the domain without valid SPF a...more

My Agenda displays the tasks that have been listed out for the day. This makes it easier for you to get a view of all the meetings that have been scheduled for that day. In brief, My Ag...more

In Apptivo, using Event activity, you can create, manage, and organize your events actively. You can also create an event from My Agenda. You can create an Email reminder for the event....more

As a user of Apptivo CRM, there are times you want to get a copy of your tasks. Apptivo allows you to bulk export tasks in CSV format which helps you to keep track of them whenever and ...more