Browse by Solutions
Browse by Solutions
Questions by Category: "Contacts"
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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
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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
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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
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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
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In Contacts App settings, Actions options allows the privileged users who are deputed to perform actions. Some of the actions include Create Add N...more
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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
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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
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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
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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 allo...more
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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
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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 ...more
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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
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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
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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
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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