Featured Questions

The Export feature in the Apptivo CRM App allows you to export the records and take a backup of all data into a spreadsheet (in CSV and XLS format), in just a few simple steps. There ar...more

Work log helps you to keep track of your hours of effort spent on projects. If an employee is involved in more than one project, they will want to track every little segment of time spe...more

The Items App not only supports to group items into different types but also enables you to create your own item's category. It is a user-defined feature. For instance: Consider you hav...more

In Apptivo Leads App, Lead Source Performance is the report generated by taking into consideration any one of the lead sources. For instance: If the lead source is cold call then the pe...more

Properties App helps you to collect and store information regarding the property which the Buyer gets from the Seller. This App mainly works for the Real Estate business people as a rea...more

Apptivo CRM allows you to import your Contacts into Contacts App in CSV format. At a time, you can import 5000 records. This minimizes the manual effort of entering the data. Also, dupl...more

There are times when its necessary to make changes to n-number of record simultaneously. For instance, you would want to change the status of a specific number of leads. Instead of manu...more

There are numerous situations where you might want to keep your customers informed of the status of their cases. Apptivo provides the ability to add third-party customers to their cases...more

“Items of Interest” feature is designed for companies who are selling a physical product. This tab will allow you to add items from your product database that a lead/opportunity is ...more

Opportunities can be created manually in two ways. They are Opportunities creation page Import opportunities Opportunities app allows you to import opportunities from an external sourc...more

Besides having the ability to type in your own comments and tag your colleagues in the News Feeds, the challenge lies in getting your employees to know that they have been tagged. And i...more

In the process of CRM IMAP access, the two key processes are the Email Forwarding & Authentication. Email authentication is nothing, but the process of verification, which makes sur...more

Notes to customer option let you add additional information to a customer when you send an invoice. You can also configure default Invoice Form Notes under Settings > Invoice > No...more

Invoicing software | Previous balance Periodically, you need to check the status of the invoices that have been marked as overdue. It's an imperative exercise that should be done to kee...more

In order to add your customer's previous balance, you need to customize your invoices app setting by enabling "Invoice Total". Enabling this setting allows you to include your customer'...more