The Question: I read about the documents feature on the pricing page, and would like to know about where and how my company will use the document storage. The Answer: Documents, along with notes, appear in nearly every Apptivo application. This is important because it allows yourself, and your employees, to store documents & files…
The Question: I see notes are available on most pages, but I’m not sure what they are meant to be used for. Could someone enlighten me? The Answer: Notes, along with documents, appear in nearly every Apptivo application. Being one of Apptivo’s collaboration tools, Notes have a few different proper uses, depending on the type…
The Question: I’m already using Apptivo for my sales process management, but I need a help desk software option to organize and resolve problems coming from my customers. Does Apptivo offer a customer complaint management system? The Answer: Absolutely! An integral part of a customer relationship management (CRM) application is a customer complaint log service…
The Question: I am using the Apptivo CRM apps for my sales process, and noticed the “Items of Interest” tab is present for viewing one of my opportunities. What is this tab for, and how can I use it? The Answer: The “Items of Interest” feature is designed for companies who are selling a physical…
The Question: I actively purchase lists of leads from information providers, but only receive minimal data on each lead (name, number, and sometimes company/address). Is this sales lead information enough to create a new sales lead? If not, what else lead details do I need? The Answer: A name and number are plenty enough in…
The Question: I am a prospective customer, and would like to understand how easy it is to make projects. My business creates many small projects every day, and I’m looking for software that will give us organization, but don’t want to be bogged down by process. The Answer: It sounds like Apptivo would be a…
The Question: I am new to Apptivo and interested in using the Online Invoicing App. I’m a total newbie, so what information do I need to create an Invoice? Any steps to go through before I get started? The Answer: First off, if you haven’t yet, take a look at the Invoices Quick Start Guide…
