The Difference Between Leads & Opportunities in Your Sales Process

Posted on 6:19 pm, March 15, 2013 by

If you are new to CRM (customer relationship management) or sales force automation, you may not be familiar with the terms “Lead” and “Opportunity”.  In this post, we’ll break down the difference between lead and opportunity, and how to properly configure your apps in Apptivo’s online CRM solutions. Keep in mind that every business will…

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This weekend’s update is moved to Tuesday Jan 15th

Posted on 2:29 am, January 14, 2013 by

Hello all Apptivo users. We always want to ensure that each update is of quality, and includes all of the features that we wanted to include. Because of the large amount of new features becoming available, including the IMAP email integration, we will be delaying the update until later this week. You can expect the…

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Sneak Preview: IMAP Email Integration for Apptivo CRM

Posted on 11:15 am, January 10, 2013 by

Here at Apptivo we are very excited to announce what may be our biggest improvement to date: comprehensive email integration with any IMAP based email system. While our CRM system has had support to track outbound emails up to this date, this new e-mail integration takes the integrated approach to CRM off to a whole…

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