Featured Questions

Apptivo allows you to provide access to your employees to view the tasks of all employees. You can provide access by configuring the business settings as shown below: Steps to view Empl...more

Authenticating your Office365 email with Apptivo allows you to sync your inbox and sent emails. With the help of this, you could keep track of your emails on any of the platforms while ...more

You can move your customers to the target list, for the marketing team to look into the same. You can add customers to the target list in Apptivo Customers App in two ways. Access Targ...more

Apptivo allows you to automate the status of your cases based on the signed status of the case document. It also allows you to configure eSignature to securely send your documents for e...more

You can create and manage your orders within Apptivo! By using Custom Conversion, you can convert the orders to other records. This feature helps you to save time by allowing you to pre...more

Apptivo integrates with Sign.co to help you to get documents signed digitally within the App. To enable eSignature in Apptivo make sure to have an account in Sign.co and integrate it wi...more

Using Apptivo’s tasks app, you could create tasks with automated estimated hours based on the start and end dates. By this, you could set a timeline for the tasks of your employees. S...more

The Dispatch Calendar in Workorders app allows you to fetch the personal calendar of your employees so that you could keep track of the services they’re attending. This will help you ...more

Bill of Materials is the list of sub-items that could be included in the parent item’s record. By using that you could keep all the associated items in one place. Now you can set the ...more

An important aspect in sales is sales territory management. It aids boosting your sales team's morale, inspire team cohesion,while providing a larger customer base. Therefore, every...more

When a lead expresses an interest in your product or services through an email the employee to whom the lead was assigned gets an email alert. Let's go through the steps to set emai...more

The Print/Web Layouts allow you to customize the estimates or invoices you are going to share with your customers. By using this feature, you can design your layout by including all the...more

Tags are the easiest way to categorize the records. Having the tags sorted is also important since it makes your search simpler. You could find the tags in alphabetical order by using t...more

With Apptivo, you can create a custom view and filter emails by specifying the sender, date, recipients, subject, and many other factors. After filtering, you can save them as a view an...more

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