Featured Questions

In general, Views are nothing but act like filtering options, used for showing particular information based on certain criteria, accordingly. If you want to view more cases of informat...more

In today's fast-paced work environment, effective task management is crucial for maximizing productivity and efficiency. To simplify this process, Apptivo introduces “Assigned To&...more

Unlocking seamless customization across all applications, users can now effortlessly tailor their table layout using the 'My Layout' feature. This powerful functionality empower...more

The Leads App from Apptivo is your go-to option for streamlining lead management. You can use the trigger functionality to start actions in reaction to specified occurrences. This allow...more

Whether you're a small business owner or part of a larger enterprise, a customized Table View becomes a strategic asset. It empowers you to shape business strategies, propelling gro...more

Apptivo allows you to upgrade or downgrade your plan at any time as per your preferences. Click here to know the latest pricing plan from Apptivo. Here, you can go through the steps to ...more

Apptivo allows you to upgrade your account from Starter Plan to Lite Plan, Premium Plan, or Ultimate Plan at any time to enable the add-on features that are not available on the Starter...more

You can upgrade your plan to Lite Plan, Premium Plan, or Ultimate Plan at any time to enable the add-on features. Make use of advanced features and elevate your business at the top of t...more

The Manage Your Account page of Apptivo allows you to upgrade or downgrade your plan at any time. Let’s walk through the steps to downgrade your account from Premium to Lite plan. Ste...more

The Sort Range feature of Apptivo work orders app aimed at offering users a selection of predefined sorting options. The predefined sorting solution is designed to select the created so...more

Incorporating customer reference details into follow-up records can greatly enhance customer interactions, streamline communication, and elevate the overall customer experience. The ...more

Assignment Rules automatically help users to assign incoming leads to the most appropriate sales representative or team based on predefined criteria. For instance, say a software compan...more

The Privileges feature of Apptivo allows you to provide access to selective employees added to your business. Only those employees who have the selected privilege can view or perform th...more