How can we get the reports in Invoices?

Posted on 12:39 am, September 6, 2016 by

Mostly the reports are used to track the particular set of information in a specified way. The reports can be of any form like graphics, images, voices or any type of vocabulary. The normal reports are used to track the work which is associated to the particular period. The past discussions was generally on the…

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August 27 Apptivo Updates – Procurement V6, Email Tracking, CRM View Builder

Posted on 2:59 pm, August 30, 2016 by

procurement_apps

Over the weekend we’ve released a few great new features in CRM, along with some apps which are freshly upgraded to Version 6. You’ll also find a few other great new features throughout, such as our brand new email tracking. Here is a breakdown on what’s new: Procurement Solution V6 Upgrades New CRM View Builder…

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How we can use business branding with Apptivo?

Posted on 2:17 am, August 25, 2016 by

To improve your business, the concept of branding is most important to promote among their customers and others. The branding helps to convert the perceptions about your company. The customers may attract with your positive perceptions and get involved with your business. Now, we shall see, like how well the branding can be done with…

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Set Up Apptivo for Cold Calling Efficiency

Posted on 12:38 pm, August 10, 2016 by

Cold Call Process

There are many apps inside of Apptivo CRM where you might perform sales cold calling. In this post we’ll cover the basics of where calling might happen, how to build a solid cold call process, and walk through the steps to perform calls as an end-user. Apptivo Cold Calling Apps First, let’s talk about calls…

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Invoices Created from Work Orders

Posted on 2:41 am, August 8, 2016 by

We have discussed the delay terms and its functionalities in the last blog. We got several positive reviews from our valued customers and users. So here we are going to discuss about another interesting topic “Invoice Workbench”. If the user wants to initiate payment for one or more invoices or scheduled payments you can use…

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