Questions by Category: "Contacts"

Yes, you can create Contacts, Leads, Invoice, Cases, Opportunities, Orders, Work Orders, Estimates and Projects from the Customers App. When you create these objects it will give you a ...more

There are times when you would have to give privilege to one of your team members to access to the objects and modules of the other application that is associated with your Contacts App...more

In Contacts App you'll find an option "By Queue", on the left panel navigation bar. This command allows you to have a quick view of contacts that are assigned to you, to your employee a...more

"My work Queue," allows you to view the work queues that you are responsible for overseeing. It gives you an idea about how many task have been completed and how many are yet to be comp...more

When you access your account, you see several pages which organize all of your various activities & collaboration data such as Agenda News Feed Calendar Tasks Some businesses might...more

Apptivo Contacts App allows you to provide access to the users who have the privilege to upload a Contact’s Photo. The users who have privilege for photo can set the Contacts Photo in...more

If you have a lot of business or personal custom fields while importing contacts, customers, leads etc information that you keep in a spreadsheet, you can import them directly into spec...more

My Agenda is where the user stores his agenda for the day or an entire week or month . Therefore, some users would want to display that first as soon as they log in to their home page. ...more

Category Sync will allow you to add new category in Contacts App, and simultaneously contact category will be created in Google.  Following steps will tell you how to sync categories w...more

Task  allows you view the tasks that has been assigned to you. The number of tasks you have completed, and the tasks that have been overdue.When you access your account, you see severa...more

When you access your account, you see several pages in your home page that helps you organize all of your various activities & collaboration data such as Agenda News Feed Calendar T...more

If you have opened a new account in a new industry type, its wise to add that industry type in you contacts database. The reason is it will appear against your contacts details. Contact...more

The instant alerts are known as Notifcations. When someone mentions you or your group, or comments on your status or when you receive emails from your contacts, or when your contact sen...more

Advanced search is the full search of the entire contacts database. Here the you give the more than one criteria for the search to retrieve the records.Contacts App allows you to provid...more

Contacts App allows you to provide access to the users who are reputed to view Reports in Contacts App. The users who have privilege for reports access, can use the “Report ” button...more

Apptivo and Office 365 is an entirely cloud-based solution for your business organization. With Apptivo’s Contact Sharing, stay up to date and get connected to every contact throughou...more

There are times when you would have to give access to critical customer information to some of your trusted team members. To grant access you need to set the privilege to those users. F...more

Markets & Segments Markets & Segments allow you to classify your customers based on how you view your market. To know more about segmentation, follow the link given below. http:...more

Glad you asked this question. As you know, Apptivo has an app on the G Suite Marketplace which lets you share contacts between users of your domain (using the Gmail interface), and keep...more

Contacts App allows you to provide access to the users  to access “Side panel” option in Contacts App. The users who have privilege for this access, can use the “Side panel ” o...more

To hide the following top level button row (blue buttons) on the contact overview page follow the below steps given uniquely for each action buttons: Add to Target list Duplicate  Enab...more

Default value is one of the options of the drop down field properties in Master Layout. This feature allows you to set the default value in the drop down field which can be modified/upd...more

Apptivo CRM allows you to customize your home page by giving you the privilege to add/edit the existing text fields and buttons.  In customize app setting, you can load your creation p...more

Contacts App allows you to provide access to the users who are reputed to the home page activities in Contacts app. The users who have privilege for  home page access, can use the “H...more

At times you have to give access to settings options to the users of Contacts App. This will give them the privilege to change their user account settings as per their requirements. How...more

Useful Links are there in each users account by default. However, if you want to add the links of the object that you regularly use, then it must be added to your list of already existi...more

When importing data from a CSV file format into the leads,or Contacts app, at times you may encounter an error message "Records Skipped". This is because there is a mismatch between the...more

Go to Google, choose “Contacts” option using “Contacts” drop down at the top. You can view all the contact sync options in the left navigation with their appropriate results o...more

Custom view also know preferred view allow the user to create, modify and also delete the records in the custom view. Since a user can delete the records in the custom view of an object...more

Opportunity is a potential future sale. Its always associated with revenue and tells you the health of the sales funnel. Opportunity varies from business to business as it depends mainl...more

When a contact record is deleted it is stored in the trash bin of your application. The record that  s in trash can  be restored or retrieved. This is a prominent feature in Apptivo C...more

There is a saying among the marketers and sales personnel "Fortune is in the Follow-up." Whether you have B2B clients or B2C customers you need to follow up regularly to Build Relations...more

Contacts App allows you to provide access to the users who are reputed to access “Photos” option in Contacts App. The users who have privilege for this access, can use the “Photos...more

The marketing team would have strategized target marketing campaign and would want to add the contacts to the targeted list. For the users to add the targets your nee to provide access ...more

You can move one or more contacts to target list in two ways: access targets app access contacts app Here we look at how to add contacts though Contacts App. Access Contacts app Log i...more

When you move up the sales funnel, that is probably the next step in the sales process, you will be creating an association between CRM objects  while importing bulk objects. Here you ...more

The Export feature in the Apptivo Contacts and Opportunities App now supports XLS format. All Apptivo users can now easily download/backup their data in a spreadsheet. Apptivo provides ...more

Importing data from CSV is a feature that is available in Apptivo Apps such as  Contacts, Customers, Opportunities, and Leads. This feature allows you to import mass information into t...more

Easy Way to delete Google account contacts in Google account and Apptivo GSuite Marketplace has a wide variety of Sales and CRM Apps. CRM for GSuite helps to sync all contacts to Google...more

You can generate reports based on the status of the leads using "Leads by Status" option. That is you can filter and view the leads like new leads, converted leads, qualified leads lead...more

Reports are an integral and powerful tool of Apptivo CRM. Reports give you an insight into whats happening in the business at the moment. It is useful to create strategies and also to f...more

If you are new to Apptivo Contacts App, you need to configure views settings to enable “To Follow up” in the dashboard.  This is a very important command in this application becau...more

In Apptivo CRM, you can associate notes with the customer records by specifying the required details. In contacts app, you can easily import more than one notes. Every note that you ass...more

Apptivo CRM allows you to change the default Home page View of your modules. Here  we can customize the default home page view of Contacts App. Lets quickly go through the following st...more

The table column width is one of the field properties found in Master Layout. This width feature is used to set a predefined width of a column element. Steps to Set Table Column Width f...more

If you add employee contacts from "Apptivo Employees" group into your "Apptivo Contacts" or from any other group, the contacts count will be mismatched between you and other employees o...more

Bulk Action allows the user to perform actions such as delete-all, show all, access all and so on with a few mouse click on all records he is assigned to in contacts database. Contacts ...more

Data level security is the third level of security. You can customize the data level to give access privilege to your most trusted users. Contacts App allows you to customize the data l...more

Contacts App allows you to give access to users who are assigned to disable login from Contact's overview page. The users who have privilege for disable login feature can access the “...more

At times for the sake of analysis and to create better business strategies, the marketing as well as sales team need only a few of the columns from the contact database. The users of th...more

Shared Views allow you to share your custom view of contact information with your team members. However, you can decide with whom you want to share the view by giving them the viewing p...more

Views are nothing but Filters. This option is basically used for showing specific information based on a certain criteria. There are some default views provided in the Contacts App foun...more

Contacts App allows you to provide access to the users to Enable login from Contact's overview page. The users who have privilege for Enable login feature can access the “Enable Login...more

Advantages of using 360-degree view in CRMThere are many benefits of using 360-degree view option in your CRM. Here we have listed only the chief among them.Enhance the customer relatio...more

Yes, your employees can now create their own Tags without accessing the Settings. Tags are created as Labels to group the records using relevant tags. You can fetch the contacts based o...more

Email Templates allows you to setup pre-defined messages. These are customized email messages that you can send to your contacts. Apptivo CRM also allows you to customize your own Email...more

Its necessary to view the emails address associated with your leads, contacts and customers.  Whether you are dealing with B2B or B2C customers, you need to keep track of all the email...more

There are times when you would have imported a legacy field from your previous system, and want that value visible, but don’t want users editing it.  This is applicable to all the mo...more

Customers App allows you to provide access to the users who wants to remove the contact associated with a customer in customers app. The users who have privilege for ”Remove Contact�...more

Sync services manages calendar sync and tasks sync. Before enabling calendar sync and/or tasks sync, you need to install Apptivo app from Google marketplace. From Google admin console p...more

Only the most trusted members of the marketing or sales team is given the privilege to create contact as the details are critical and you cannot allow it fall in the wrong hands.Contact...more

Contacts App allows you to provide access to the users to delete Contacts from Contacts app. The users who have privilege for deletion feature can access the “delete” option found i...more

Apptivo Contacts sharing app allows you to share the contacts with other G Suite users in your domain. Create once and sync with all users.  As per our current roll out, Apptivo contac...more

Apptivo provides Grouping attribute option to import the table attribute data. Grouping attribute takes the attribute values and puts them into groups, with each group given a unique na...more

The Contacts app enables you to add/edit the contact's photo found in the contact's overview page. By enabling this toggle in the Security -> Actions, you can set a profile picture f...more

Sometime the user would have saved the contacts in a CSV file. This can be imported into the Contacts App of the Apptivo CRM with ease. Contacts App allows you to provide access to the ...more

The "customer" will be the business entity you are working with. The "contact" is the individual person/employee of the customer with whom you would be in constant touch until the deal ...more

After the Contact Sharing Configuration is enabled, you are now ready to synchronize the contacts in your Apptivo CRM with Google Contacts and vice versa, to make all your contacts avai...more

Tags are nothing but labels with one or two keywords. Its associate with most of the CRM records to organize the data in personalized manner. It allows the user to group records of vari...more

If you have created custom fields in Contacts App for your convenience, its natural that you would want to secure the critical data from the prying eyes. This is possible in Apptivo CRM...more

Apptivo Contacts App allows the user to customize his account using the Master Layout view. For instance, it allows the user to create custom Mandatory fields as per his business requir...more

If you want to remove the contact from Google, you need to select the particualr contact and delete them from "Apptivo Contacts" folder, this will delete the contact in Apptivo Contacts...more

Apptivo on integration with Office 365 helps you to sync and share all your contacts from Office 365 to Apptivo and vice versa. It is similar to Google contact sharing. There are a coup...more

Enabling Data Access in G Suite Login to your G suite account www.google.com/a/cpanel/xyz.com. Ensure that you are logged as Super Admin . Go to "Admin Console" page and click on "Marke...more

You can view the roles and privileges of all applications in Employees App. This allows you to manage roles and privileges  assigned to the employees using each of the  app. Log in an...more

Contacts App allows you to give access to the users to convert Contacts. The users who are given the privilege for bulk action, can use “Convert” option found in “Show All” page...more

While customizing your account in the Contacts App with custom fields, all changes will be auto saved. If you want to track all your changes you can use revision history. This is the co...more

Tags are labels with one or two keywords that's associated with the Contracts to organize the data in personalized way. It allows to group records from various category by a common name...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

We believe you have an understanding that contacts from your  Google spread sheets can be imported into Apptivo's Contacts App.First you have to enable contact sharing between Google a...more

The contact type tells you the type of contact point a contact is. That is whether the contact is a decision maker, e-commerce users, back office and so on.  Lets quickly go through th...more

Its always wise to write the additional details about your contacts on the Notes Tab. This will help in the long run. The reason is when the contacts are handed over to someone new, he ...more

What is a background job? You can find background jobs in your account, which helps you to understand synchronization process. The synchronization process of  Google Sync includes, rea...more

The users who have accounts in Contacts App can view the Useful Links in the left navigation panel. You can view objects such as Manage Employees Manage Teams Quick Links Integrating Ap...more

The most common piece of information that any business need to store is the contact information of the people they interact with. Whether they are customer contacts, industry experts, s...more

View Column Set is a feature that allows you to customize your contact fields as a section as per your requirement. You can easily access your preferred section quickly to save your cus...more

If you are a part of a marketing or sales team, there will times when you would want to create a back up of the contacts record by exporting to a CSV file. Apptivo's Contacts App allows...more

You can share custom fields section from one object to another. This includes all types of custom fields such as text number currency radio check box etc Create a custom section with n...more

Contacts app has built-in  system messages to warn or inform customers during a certain situation. You can customize these messages to display the contents that you want. Follow the st...more

If you have been using Apptivo CRM for sometime now, you would have realized that the Email Templates can be customized as per your need.  You can customize the template by inserting t...more

Triggers allow you to perform automated actions like triggering an email or updating an attribute based on a particular criterion. Apptivo CRM Apps allows you to set three types of trig...more

A contact can be assigned to the employee or team in order to guide the contact throughout the business process. If the contact is associated with any of the apps then the assigned empl...more

The Follow up feature is an important aspect of Apptivo CRM modules. This feature allows the user to keep track of future dates when he would need to perform an activity for a customer....more

The Event Based Triggers in the Contacts App are utilized, when we have to execute an action after the occurrence of a certain event. Here, the trigger can be set for the events like Co...more

In you are dealing with business to business, its mandatory that you create as well as maintain an up to date database of the decision makers and other marketing contacts. The marketing...more

The marketing team would have selected the contacts for the purpose of target marketing. However, if you want to delete the records you need to remove the records from the target list. ...more

The Export feature in the Contacts App allows you to export the contacts to create a backup of all your contact data into a spreadsheet (CSV format). Its done using just a few simple st...more

Hey There Ivan!  Apptivo sync occurs every 30 minutes, and will sync up to 50 different contacts.  This means small changes should appear within 30 minutes, but your initial import ma...more

The last time a call or email was send out for a contact will be logged in the last contacted field. This is automatically done by the "Last Contacted" field based on user actions in th...more

While uploading CSV all the contacts will be associated with respective existing employees/teams. At the time of import, you’ve four stages of validation when you proceed for “Refer...more

Contacts App supports to customize columns, this allows you to select your preferred fields for viewing contact information in a table view. By default you can view fields such as First...more

The G Suite Marketplace has many business applications available for install, including several apps from Apptivo! These apps each offer different levels of integration between your G S...more

When you import contacts from Google to Apptivo, there is a check to assure no duplicates are created. Sometimes, this will cause a less number of contacts to be imported into contacts ...more

Background Jobs helps to understand the synchronization status better. You could also ensure the current status of the sync process for both regular task and contact sharing tasks. Here...more

There are a couple of reasons for automatic contact creation in your account. Reason 1: IMAP Integration When your authenticated email address (Cases App) receives an email from email ...more

By default the contacts in Contacts App will be shared or synced to Google account. However, if you want to unshare, it can be done.  But it has to done manually. For instance, if you ...more

Email address is one of the easiest way to promote your business. When you use an email address from your website it creates an impression that you are a professional who is serious abo...more

Tags are nothing but labels. If marketing or sales team have tagged a set of contact records for campaigning purpose, you can remove the tags using the bulk action option. Bulk actions ...more

Apptivo offers direct integration with your G Suite account. Once your G Suite domain administrator has configured an Apptivo app, employees can navigate to Apptivo instantly while view...more

Notes have quite a few uses, depending on the type of your business. One common use of notes is to provide a log of changes and updates made in the objects. Even your conversations can ...more

You can view the associated objects in "360" tab. For instance: If the lead gets qualified and it has been converted as contact, customer and opportunities. So the three apps that are a...more

Email campaigns are a part and parcel of any marketing campaign. Instead of sending the email to each and every recipient manually, you can send an email to multiple recipients with a s...more

Collaboration option manages and controls the left-hand menu views. The menus on left hand side are nothing but the common activities found in all apps. You can hide or remove the menus...more

Contacts app master layout allows you to link contacts app with other apps. The first and foremost thing that you have to do is create custom fields. Then select the application you'd l...more

A work order application is used to schedule or assign task  such as an order for your product or service from a customer within the organization. In a service company, a work order is...more

You might want to have someone with better English-writing skills to look at this post.  The English here is terrible - to the point that it's pretty hard to understand what the writer...more

The Approval flow supports business processes that allowing complete collaboration and follow-through to make sure your contracts are logged correctly and viewed by your manager. App al...more

The deleted contacts can be restored from Apptivo from the next contact sharing job executed within 30 minutes. Though the delete action took place from Google, it can be restored from ...more

You can duplicate the contact records to create better marketing and sales strategies.  Also as a back up. If you have been using Apptivo CRM you would have been aware that you can cre...more

The beauty of using Apptivo CRM is that only a privileged person with delete permission can delete the records. And all the deleted records are stored in the Trash. Therefore can be ret...more

Contacts app has many default standard reports. You can view the detailed report of contacts for a particular period using option called "Contacts List".  Here you can give the criteri...more

Shared contacts access to employees: Log in to Google apps account with Super admin access. Select "Contacts Sharing App" from more links. Navigate to the Employees app from Menu header...more

In general, Views are nothing but act like filtering options, used for showing particular information based on certain criteria, accordingly. There are some default views provided in th...more

The aim of Apptivo CRM is to reduce the manual work while creating, updating or deleting records. Consider a situation where you want to import the records into Contacts App. Also while...more

Contacts App can be integrated directly with Gmail and Yahoo. This ensures that importing your contacts is done without any hassles. You can  import at time of the account creation pro...more

When you perform bulk delete on contacts, you can view deleted contacts in “Deleted” tab in the Trash. The deleted contacts that are associated with other apps would be moved to the...more

The Reference field created can be used as one of the Trigger to Attribute in Send Email Actions of the Triggers creation. The master layout allows you to associates with other apps. Th...more

Sales Territory defines the geographical region in which your potential contacts reside in. It may be based on city, regions or countries, if your business is spread across the globe. Y...more

Quick Links are a list of links that occupy a prominent place in your homepage. These are the links to the frequently used application pages. Each link will take you directly to the res...more

If you have been using Apptivo CRM for sometime now you would have been aware that by default records can be duplicated. To prevent this you have to enable the commands to avoid duplica...more

When you are dealing with B2B customers, you need have to multiples contact details for the same customer. The reason is each contact within a B2B organization has a different designati...more

The links that opens up the pages that you regularly use are known as Quick Links.Contacts App allows you to view quick links of all the Apps related to it. Steps to View Quick Links Lo...more

Install app from G Suite marketplace Before enabling contact sharing make sure to install an app. Go to Apptivo Contacts Sharing App in the G Suite Marketplace and click on “Install A...more

Default 360 App is a prominent feature of Apptivo CRM. It allows the user a bird's eye view of his homepage. When you configure 360 degree App, it allows you to select an app you would ...more

Customize App settings provide common features for customizing contacts app. These are like business attributes that supports you to customize your business with the custom fields. They...more

The “Notes” tab in the Contacts App will display a list of all the previous notes and a “Create Note” button. The Notes can be configured in four ways: Enable Notes - This allow...more

Report generation is a powerful tool in any CRM. Apptivo CRM has a few relevant and up to date templates in reports. Reports provide the decision makers insights into the current market...more

Apptivo Contacts App allows you to sort specific fields of the contacts database. The following steps  will take you through how to sort the column. For instance, in Contacts App we've...more

In Contacts App settings, Actions options allows the privileged users who are deputed to perform actions.  Some of the actions include   Create     Add New Contact Type     Exp...more

If you have been using Apptivo CRM for a while now, you would be aware of the flexibility it offers in its various objects and modules. Contacts App has a list of pre-listed industry ty...more

A market segment is a group of people who share one or more common characteristics, lumped together for marketing purposes. Each market segment is unique, and marketers use various crit...more

Contact is someone with whom you have been communicating for sometime regarding the purchase of your products/services. A contact could also be someone who has bought your products/serv...more

Contacts Collaboration setting allows you to view common features such as news feed calendar follow ups tasks call logs emails notes documents You can also set privilege to your employ...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

Contacts app allows you to convert your Contacts to Leads and Customers using conversion feature. When your contact becomes a lead or a lead becomes customer, you need to convert the co...more

There are times when a contact will skip the sales process and become an opportunity. Similarly, if a customer wants to buying something else above what he has already purchased. It bec...more

Apptivo can be logged in through "Additional Setup" found in Google. Only the Administrator can access Apptivo through "Additional Setup". Access Apptivo through "Additional Setup" Sign...more

Creating reports is a great way to stay in touch with what is happening in the business front. A report is generated to keep track of how much time is spent on the various customer acti...more

Bulk Update allows you to edit Contacts records simultaneously. For instance, you want to edit a couple of the contacts from decision makers to e-commerce users. Instead of changing eac...more

Build object relationships by keeping track of organization hierarchies, partnerships, and all your contacts' connections. Relationship Type in Apptivo enables you to see the relationsh...more

You need to communicate with the leads that your marketing team has procured from the recent marketing campaign. The welcome letter is the first communication that you need to send them...more

In Apptivo CRM, you can associate notes to the contact records. However, you are allowed to create notes only if you have the necessary permission for Notes. You can also perform the fo...more

Email communication is an integral part of any business. Emails are send out to the dedicated clients, warm prospects and potential customers  to let them know what is happening in you...more

The Export feature in the Contacts App allows you to export the contacts and take a backup of all your contact data into a spreadsheet (in CSV format), in just a few simple steps. There...more

One of the biggest hurdle that is faced by many small business while dealing with B2B customers is the losing contact with the "influencers" in the purchasing organization. Therefore, i...more

Contacts app allows you to generate reports using "Reports" option which is located at the header bar. Here it allows you to create some standard default reports which are given under s...more

A salutation nothing but a greeting that you would be using at the beginning of an email to address your client. In an email, salutations begins with either Ms, Miss, Mr or Dear.Contact...more

Segments allow you to classify your contacts based on how you view your market. The following post shows some examples of segmentation. http://en.wikipedia.org/wiki/Market_segmentation ...more

If you have been using Apptivo CRM, you would have been aware that you can sort the records on the base of the date of creation.  You can sort contacts by "Created On" field. For this ...more

The Contacts app has several groups of configuration settings that allows you to adjust the way the app functions. One among those Function is Customizing Communication. This feature al...more

You all would be aware of the Data Level Access in Apptivo, which restricts access to required individuals so that the records assigned to them alone can be accessed and worked upon. Da...more

By default, there are a few categories already available in the Apptivo Contacts App. However, if you want to add a few more that is also possible while entering the details of a new co...more

All My Employees contact can be viewed by the owner of the business and the manager. The reason is only they have the access permission. If you are the manager then you would find All ...more

 Apptivo Contacts App, does not give the user the provision to delete contact categories and types. However,  you can disable the contact categories and types from contacts app. The f...more

The Contacts app  allows you to to edit the Contact Categories which you have already created. Its pretty simple. All that you need to do is click on the Settings in you App's dashboar...more

Tags are simply labels. They help you to organize the contacts in a personalized way. In Contacts App you can create multiple tags in the creation page and also update the existing ones...more

You can add Contacts which are related to the distributors. You can also create a new contact and add it to the distributor. Steps to Add Contacts in Distributors Log in and access Dist...more

Contacts App allows you to rename the application as per your business requirements. The App Naming option on the left-side panel under Customize App makes it possible to customize the ...more

You can easily sync all your contacts to multiple users by simply adding them as employees.When you add a new employee, you are actually adding a new user. In the Standard Plan, you can...more

The Contacts App allows the user to configure the application as per his requirements. Its advisable to configure your user account as per your  tasks and its suggested that you config...more

Label visibility is one of the field properties in Master Layout. This feature allows you to hide the label of the field on the create as well as the view pages of the Contacts App . By...more

Contacts app allows you to create new Contacts using create contact option. This is an important option in this object. When a marketing team passes on the new contact details to the sa...more

Tags help you organize your contacts into groups such as "Business Contacts", "Special Membership", "High Value" etc. You can add multiple tags to your contacts. When you create a conta...more

The Contacts App can be integrated with the following modulesCustomersSuppliers Opportunities Leads Orders Projects Distributors App. Click on the link to learn more about the Contacts ...more

Value dependency is one of the field properties in Master Layout. This feature allows you to define the condition to show or hide the particular field’s value. By default, the values ...more

Mail merge can be used to create bulk mailings to your contacts. Same standard and dynamic content can be send to many contacts.   Lets go through the following steps to understand be...more

Apptivo Contacts App allows you to see  the contacts that your team is handling. For that, you need to configure Views settings to enable "By Queue" to be shown in Contacts App dashboa...more

This feature allows you to view the list of Unresponded Contacts, enabling you to filter the list of Contacts which are not properly responded. You can view your contacts as well as you...more

Activity report allows the user to retrieve detailed information about the various activities that a user does in his contacts app. Activities like follow up, task, call logs and appoin...more

Smart and efficient employees are any business organizations blessings when combined with an efficient and time effective CRM software. As a user of Apptivo CRM, if you want to import c...more

Email communication is one of the most sought after communication in the business world. The reason is emails are delivered to the contact in matter of no time compared to the tradition...more

Though, currently In Contacts App, you cannot delete contact categories and types. However, you can disable the contact categories and types from contacts app setting page. Steps to dis...more

The sales regions are divided as territories and each territory is assigned to each sales person.  Apptivo CRM allows you to view contact territory wise. All that you need to do is to ...more

For the sake if planning a marketing or sales strategy, a strategists would want to view the contacts in a certain market segment.  To view contacts by market menu in left panel of the...more

Contacts App  allows you to adjust the way the app functions as per your needs. You can edit the Contact types that you have already created. All that you need to do is go to the setti...more

Leads, contacts, opportunities are some of the phrases that you would hear when speaking to sales or marketing personnel. However, these are the phrases on which sales and marketing tea...more

Tags can be created in all tabs. It can be either a global tag or App tag. These tags are used to filter the notes easily by their association. Notes are extra information about the con...more

Visibility dependency is one of the field properties in Master Layout. This feature allows you to define the condition to show or hide a particular field/column. By default, the Visibil...more

This filter displays the contact name as per the contact’s last name. You can view the appropriate alphabet under the directory by choosing a letter. This is an important filter that ...more

In case you need to assign multiple categories to a particular contact, its possible in Apptivo CRM. All that you need to do is select more than one category for an contact by enabling ...more

Opportunity is a potential future sale and lifeblood of every sales funnel. Contacts App allows you to add opportunities to the contacts. It will help you to quickly view the Opportunit...more

Leads are information that  are gathered when a prospect makes an inbound call regarding the service/product or during a marketing campaign.Once the details are collected they need to ...more

Any contacts that you save in the Contacts App can be enriched with additional information using Contacts Enrichment. This enables you to enrich the contacts’ details. For Instance: I...more

You can find the Contacts based on their category under “By Category” option . The Contacts App not only supports grouping under different categories but also allows you to create y...more

Contacts App allows you to restore the deleted contacts. You can perform bulk deletion using bulk action feature in CRM. Once you’ve deleted contacts you can find them in “Trash” ...more

A quick way to add a label to a leads to help you easily identify the leads is known as tagging. Apptivo Leads App allows the user to associate leads with relevant tags. The main use of...more

If you are heading a team, its natural that you would want to view the events in your team members calendar. Apptivo Leads App allows those people with super-user status as well as the ...more

 As a user of Apptivo Contacts App, you need to configure Views settings in order to enable "By Queue" in Contacts home dashboard. Under By Queue,you have to click on My Contacts. This...more

When you realize that there your contact is no longer responding to your communication because he is not interested in the products/services provided by your business, you can delete th...more

The 360 view tab allows you to have a bird's eye view on  every object that is connected with the current record you are viewing. Its a highly useful option. However, if you feel that ...more

At times it becomes necessary to view all your contacts to find out if you have entered all the required essential information.  The first and foremost thing that you need to do to vie...more

News Feed All events in Contacts App will be displayed. You can stop displaying them by clicking "OFF" button found in notifications. The events such as contact created or deleted will ...more

Contacts App allows you to perform simple and advanced searches. Search box is located on the top left corner of the homepage. Here you can either enter the name or email address of the...more

Communication is an integral part of any business irrespective of its size. You should be able to contact your clients effortlessly. For that you should know a customer's preferred mode...more

Apptivo Contacts App allows you sort the contact in ascending or descending order. If you want to arrange the contacts in ascending order, you can simply drag and drop them in their res...more

For the sake sales and marketing analysis and also to create marketing campaign strategies for target marketing it may be necessary to create duplicate copies of the existing contact re...more

Site information is the detailed information about your customer. This include details such as contact information Address information Additional information Hobbies & Interests Soc...more

The Notes features across all the modules in Apptivo CRM is very user friendly. Notes are not visible on the account unless its enabled for the user. Notes are loved by all users becaus...more

Hi There, You cannot merge contacts as of now, and it’s in our road map. We are constantly working to improvise as well as upgrade our systems. This is done based on requests posted b...more