Questions by Category: "Contacts"

The Contacts app of Apptivo allows users to set their own criteria to convert a contact. When the contact record satisfies the condition mentioned, then the convert button will appear o...more

You can move your contacts to the target list, for the sales team to look into the same. You can add contacts to the target list in Apptivo Contacts App in two ways. Access Targets App...more

The Export feature allows you to export the contacts to save all your contact information into a spreadsheet. The Contacts app allows you to export contacts in both CSV and XLS format.C...more

Email Templates allow you to set up pre-defined messages. These are customized email messages that you can send to your contacts. Apptivo CRM also allows you to customize your own Email...more

You can sort the contact records based on the date of creation. You can view the result in ascending order or descending order. You can sort contacts using the “Created On” field. I...more

Apptivo Contacts App allows the user to customize his account using the Master Layout view. For instance, it allows the user to create custom Mandatory fields as per his business requir...more

If you have created custom fields in Contacts App for your convenience, it’s natural that you would want to secure the critical data from the prying eyes. This is possible in Apptivo ...more

The Follow-up feature is an important aspect of Apptivo CRM modules. This feature allows the user to keep track of future dates when he would need to perform an activity for a customer....more

The “By Category” feature in the Contacts app allows you to identify the contact belonging to a specific category. If you have multiple contacts, this feature helps you to identify ...more

The “Notes” tab in the Contacts app will display a list of all the previous notes and a “Create Note” button. Notes can be configured in four ways: Enable Notes - This allows ...more

If you have been using Apptivo CRM for sometime now you would have been aware that by default records can be duplicated. To prevent this you have to enable the commands to avoid duplica...more

The Contacts app of Apptivo has a Bulk Actions option that allows you to send SMSes to multiple contacts at a time. Let’s go through the steps to send bulk SMSes in the Contacts app o...more

Opportunities App allows you to select the Customer and Contact while creating an opportunity. You can also create new Customers and Contact while creating the opportunity. Steps to Inc...more

Email communication is one of the most sought after communication in the business world. The reason is emails are delivered to the contact in matter of no time compared to the tradition...more

For the sake of sales and marketing analysis and also to create marketing campaign strategies for target marketing it may be necessary to create duplicate copies of the existing contact...more