Featured Questions

By adding the Apptivo Add-in in your Outlook account, you can effortlessly associate emails from Outlook with Apptivo. The emails will be associated based on the email address. Not all ...more

Apptivo Cases App allows the user to view the list of Unresponded Cases. This feature enables you to filter the cases that are not responded. A case is marked as responded when an email...more

Cases Extended App allows you to enable the timer to track the time spent in the cases. That is, you can set the work timer and let the clock count your time spent in resolving the case...more

When a customer or a lead has unsubscribed from receiving emails, then you cannot launch an email sequence for that profile. Let’s walk through this option in the Leads App. When a le...more

The SMS template feature of Apptivo is utilized while sending SMS as an action in Triggers. To make use of the SMS feature, it is essential to add a phone number in the Contact Center A...more

The Customers App of Apptivo allows you to associate records from other applications in Apptivo. Ref App Attribute - This attribute helps to establish a link with another app in Apptivo...more

The Work Orders App of Apptivo allows you to attach an app layout in the email templates. By this, you can easily pull an existing layout to your template. Steps to attach app layouts I...more

The Contact Center App of Apptivo allows you to transfer the calls to the callback Queue using the IVR setup page. With this, you can easily follow up on the incoming calls. In the Cont...more

The Live Calls section of the Work Queue in the Contact Center app lists the calls that are currently handled by the agents in a team. This applies when the Call Handling Rules are conf...more

The Call Queue section of the Contact Center App lists the calls that are waiting in the queue for teams. A call gets added to the Call Queue when an agent from the team doesn’t answe...more

Login and access the ASNs app from the universal menu. Click on the More(...) Icon and select the Settings. From the settings page, click on the App Behaviour and select the Warehouse....more

Direct Campaigns app allows you to view the deleted direct campaign using an option called Trash. From the Trash Folder, you can restore or delete records permanently from the system. T...more

The Android application of Apptivo allows users to track the performance of the opportunities right from your mobile application. Here, you can also apply filters and retrieve the requi...more

The Sort Range feature of Apptivo enables you to view the records based on your configured order. You can have your records arranged automatically in ascending or descending order. With...more

Login and access your Apptivo account from your Android application. Click on any apps from the app list. Here, Customers App. Click on any view to see the number of records present in...more