Questions by Category: "Collaboration"

My Agenda of Apptivo is a one-stop tracker that has information on the activities associated with your business. You can view your activities and the activities associated with your tea...more

Apptivo’s Call Log activity allows you to generate the associated object report with any apps efficiently. It allows you to generate the collated reports on call log activity with any...more

The Apptivo had made a nip here and a tuck there to lessen the work of creating activities. Have you ever thought that it was a redundant work to enter the Customer details once agai...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

A picture speaks volumes. That is its equal to 1000 words. You agree with it, right?At times there may be a need to insert an image into your message, so the receiver understands it cle...more

Visuals usually have a greater impact when compared to the text. You might have come across instances where you need to include a picture, logo of an image to bring a greater effect on ...more

Leads App of Apptivo is a one-stop solution to manage your leads effectively. The trigger feature enables you to generate an action when the event occurs. You can create various collabo...more

To Download the collaboration Reports, you have to enable the reports and set the preferences to make it visible on the home page. Note: If you are a Non-Superuser, you have to enable t...more

The Slack is cloud-based workspace that brings each and every individual together, so you can get things done on the go and nothing gets left behind. News feed notification is a promine...more

The homepage is the page that appears first when the user accesses the app. Email Templates allow you to set up pre-defined messages. These are customized email messages that you can se...more

Login to your Apptivo and select Report from the left panel of your home page. You will be redirected to the Report activity. In the Report activity, select Settings from the App Heade...more

My Agenda page of Apptivo is a daily planner that has all the information related to your activities. You can plan your activities for any day of the year and easily retrieve the data. ...more

Email Deliverability enables and verifies the ownership of your sending domains. You’ll need to add SPF and DKIM records. An email will not be sent from the domain without valid SPF a...more

Apptivo presents you with an option to associate the attributes of all the apps in the Apptivo with the Collaboration Activities. While creating activities, you might be familiar with t...more