Introduction to CRM

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

July 27, 2016 - 11:00am

Getting Started With Invoicing in 15 Minutes

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.

August 01, 2016 - 02:00pm

Getting Started With Help Desk Ticketing

This webinar will introduce Apptivo's customer support solution, and show you how to configure your help desk & customer portal.

August 02, 2016 - 11:00am

Campaign Management With Apptivo

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.

August 04, 2016 - 11:00am

Online Videos

General Apptivo Demo

Project Management 101

Managing a Product Sales Process

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