In this webinar we'll provide an introduction to the estimates & invoicing apps in Apptivo, and discuss how to set them up. We'll start with a new account, get our logo & business details added, set up our estimate templates, and send a quote out to a customer. During this session we'll focus on the setup of estimates, zeroing in on the options available to customize the fields, and change how the quote is presented when viewed by the customer.
In this session we'll take a brand new Apptivo account, and set up a basic CRM system in 15 minutes. We'll focus on the key areas you need to look at immediately after logging in, such as removing the unwanted fields, importing some data, and setting up our views/layouts how we need.