Featured Questions

You can send your Estimates for approval by creating an approval flow. Approval flow allows Managers to keep a track of the estimates and ensure that a particular estimate is moved to t...more

Objects are the various functionalities offered by Apptivo to perform different operations in the records. The different functions provided by Apptivo are Archive, Delete, Email Invoice...more

You have instances where you intend to log into a particular account but end up logging into another account. The situation occurs when the “Auto-Fill Password” is enabled in your a...more

'Business without Frontiers' is one of the major centers of many businesses. Hence, It becomes inevitable to conduct transactions with different currencies. Apptivo has features that en...more

API has been a great tool to manage the workflow. You can add the required data in the workflow and it will get updated in the database automatically. You need not navigate to multiple ...more

API (Application Program Interface) has always been a front-runner when it comes to managing the work efficiently. The information becomes more flexible using API. You can get real-time...more

Customizing your call flow becomes easier with the Contact Center App. Contact Center App allows you to set up your IVR(Interactive Voice Response) according to your necessity. You can ...more

Sorting is a great device to rearrange the records based on a prerequisite and fetch the required data easily. It is also very helpful as it keeps the record in an arranged format. Havi...more

IMAP(Internet Message Access Protocol) enables you to sync your emails with Apptivo. You can forward your emails from an email address to Apptivo easily using this feature. When you wan...more

Estimates App enables you to export a group of records at the same time. Rather than exporting each record manually, you can export a number of records together using the Bulk actions f...more

Apptivo enables you to auto-refresh the consolidated targets in the Campaigns App. You need not go to Campaigns App to make the changes. Any change made to the consolidated targets can ...more

Keep a track of your customers’ payments using the Customer Payments app in Apptivo. Different invoices are generated in the Invoices App which includes Supplier’s Invoice, Customer...more

A project is completed only when it passes through different stages. These stages are referred to as Milestones. There are businesses that collect Payments on the completion of a Milest...more

Get to tie-up the Property information in Properties App with your Contacts in the Contacts App. Reduced clicks and increased reliability has been one of the goals of Apptivo. Standing ...more

Electronic signatures have become a great medium to get the documents signed. Organizations believe e-sign saves time, increases efficiency, and ensure timely intimation. This is achiev...more