Featured Questions

The events that your employees, contacts, or teams attend will now be collected on their respective overview pages, and keep track of their activities from time to time. Sometimes it’...more

The Order’s access level is an additional layer of security over the access roles provided to the employees. Enabling this setting will restrict access to individual orders, based on ...more

There may be situations where you desire to delete your account. Deleting your account is not complicated in Apptivo, since we respect your choices. We’ve also provided a backup solut...more

One excellent way to offer more functionality and enable you to enhance your business productivity is through add-ins. Outlook has a feature that allows you to integrate your records in...more

Add-ons are one of the great ways to provide extra functionality and allow you to be extra productive with your business. Apptivo offers you add-ons for Gmail, you could get them from t...more

Apptivo allows you to authenticate with office 365 where you can sync your data with apptivo. You can also have two-factor authentication in apptivo which helps you to maintain your acc...more

All of your emails will be recorded in Apptivo once you enable the sync procedure. This would help you get straight to the emails without moving around the different applications. Keep ...more

Log in to your account. Click on your User Menu at the header and select “Manage Your Account” from the drop-down list. Click on the "Change Plan" option in the P...more

Store the detailed information about your contacts in the Contacts App of Apptivo. Territories are something that defines the geographical location of your clients so that you could foc...more

Using Apptivo Triggers, you can automate tasks like sending an email or updating an attribute based on certain criteria. You may now configure the field update action by using the crite...more

A recurring invoice is something that is sent to your customers at regular intervals of time like weekly, monthly, and yearly as per your business requirements. It is quite a handful to...more

Keep an ordered pattern of your clients' information by defining the industries of your clients when you create the entries in your CRM. Defining Industries will benefit you as you ...more

Apptivo offers an expensive range of marketing solutions that will help you advance your business by utilizing various marketing techniques. Not only that, but you can track the effecti...more

With Apptivo's App Naming feature, you may modify the names of the applications to suit your preferences. All applications include a feature that lets you change the app's name,...more

Number generation helps you generate numbers for the miscellaneous receipts you create automatically instead of manually. Let’s go through the steps to customize miscellaneous receipt...more