Answered Questions

The App Builder of Apptivo allows you to create your own custom applications. This App Builder can be customized according to your business purpose. You can control the security actions...more

The Call Logs of Apptivo allows you to generate triggers. This includes both Event-based and Time-based triggers. As a response to the trigger, you can update an attribute as an action....more

The Email Templates of Apptivo applications are also available in the custom applications developed using the App Builder. The templates created can be used while sending emails or addi...more

The Call Logs activity of Apptivo allows you to perform other collaboration activities. This includes adding notes. You can effortlessly add notes to your call logs. Steps to add notes ...more

Notes to Customers is a prominent option that allows you to add some additional information for your customer when you send an estimate. You may also provide default notes for your esti...more

The Locations App of Apptivo allows you to keep track of the locations with information on the representatives. This Locations App can be added from the App Store. Before adding the app...more

Default Home Page View is the view that you see as soon as you log into your account. By default, it will have the applications, navigation bar and search box, and so on. Apptivo CRM us...more

The Locations App of Apptivo allows you to document information on the locations and assign representatives based on the business purpose. Before making use of this app, it is necessary...more

The Locations App of Apptivo can be added from your App Store once the roles are assigned to the employee. Let’s walk through the steps to create a location in the Locations App. Step...more

The Locations App of Apptivo allows you to record the information related to different locations and their representatives. Let’s go through the steps to edit a location in the Locati...more

The Territory Management App of Apptivo allows you to create your territories and strategize your sales according to the geographic location to achieve the desired purpose. Before makin...more

Tags are labels used for the purpose of identification. This allows you to categorize the Purchase Requisitions by tagging them into appropriate tags. Steps to Create Tags Log in and ac...more

Apptivo allows you to set the tasks activity as your default home page while logging into your account. Let’s go through the steps to make tasks as your default page. Steps to make ta...more

Apptivo allows you to set the call log activity as your default home page while logging into your account. Let’s go through the steps to make call logs as your default page. Steps to ...more

The Contact Center App of Apptivo allows you to make calls from your Chrome extension. The routing of the calls, both incoming and outgoing, is configured from the Contact Center applic...more