This Video will show you how to store documents that are related to your project.
This video will walk you through how to build your team in the Apptivo Projects app. This will allow you to assign employees and customer contacts to specific projects.
This video will show you how to schedule a task in the Apptivo projects app. This will allow you to determine when task must be started and completed.
This video will walk you through how to schedule a milestone for a project in the Apptivo projects app. This will help keep you up to date and on track with what needs to be completed in order to move forward.
This video will show the different elements of a project in the Apptivo projects app. This includes things like tasks, milestones, notes, and assigning employees to a project.
This video will walk you through how to create a task in the Apptivo projects app. This will allow you to create tasks related to the project that need to be completed.
This video will show you how to mark a task as completed in the Apptivo projects app.
This video will walk you through how to add tasks to a milestone in the Apptivo projects app. This will allow you to delegate what needs to be done in order to achieve a milestone.
This video will walk you through how to create a task in the Apptivo projects app. This will allow you to create tasks related to the project that need to be completed.
This video will show you how to add new tasks to a milestone in the Apptivo projects app. This will allow you to create new tasks quickly and assign them to milestones.
This Video will show you how to store documents that are related to your project.
This video will walk you through how to build your team in the Apptivo Projects app. This will allow you to assign employees and customer contacts to specific projects.
Glocial Machineries would like to track their company product sales. The process would start from scratch till they get paid from a customer. This is for machinery sale to a customer. Apptivo apps definitely help Glocial machineries to track their product sale. Integration would allow them to move one step to another that is one …Read more
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 well break down the differences between these objects, and how to properly configure your apps in Apptivos online crm software. Keep in mind that every business will classify …Read more