Questions by Category: "Contacts"

Contacts App play an essential role by catering every business house needs by maintaining as many contacts as possible in order to get more potential business. At the moment, we don&rsq...more

No, you cannot import contacts directly from Microsoft Outlook. But, you can easily import contacts into Apptivo through Microsoft Excel; To do this, export all your contacts from "Micr...more

True, its a fact that the customer/contact data is critical. There are times when you would want to share the data of one of your customers with your team member or another employee. An...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

All these apps are tightly integrated with one another. So when you create an investor you can access in investor leads and funding rounds. So you never have to worry about linking a le...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

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

In order to sync Contact Categories into Google Contact Groups. Go to the Apptivo Contacts Sharing App in the G Suite Marketplace and click on “Add it now” button. Steps t...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...more

What you need to know when you convert contacts into customers Converting a contact to customer allows you to edit and update records in the customers apps. However, when you convert a...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

Bulk actions allow you to edit several contacts simultaneously. These bulk actions are available in all list views in contacts app, as shown below: What bulk actions are available? Upd...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

I assume that you're targeting English speakers with your help system, and would suggest that you hire someone with reasonable-to-excellent English-writing skills to go through all of t...more