This webinar will serve as a general introduction the the CRM apps in Apptivo. What we will cover: -Overview of Apptivo -What is a contact, lead, customer, etc? -The sales & customer service flow -Getting started & configuration
In this session we'll start with a brand new account, and show you how to configure your business, send your first invoice, and track payments.
This webinar will introduce Apptivo's customer support solution, and show you how to configure your help desk & customer portal.
In this webinar we'll introduce the new Campaigns app. We'll start off by building target lists from our CRM data, then construction an email template, and generating a campaign to deliver & track results.