Questions by Category: "Customers"

The Customers App allows you to restore the deleted customers. You can perform bulk deletion using the bulk action feature in CRM. Once you’ve deleted customers you can find them in ...more

Consider the scenario, where a superuser is creating a customer. Now he would like to assign it to his Sales Manager (), so that he would follow up with him. To do so, follow the below ...more

Apptivo Customer App allows you to view all your Customers with their statuses. There are times when as a Business admin you would want to hide the value of qualified in the Customer st...more

Apptivo CRM feature allows the user to view the list of Unresponded Customers. This feature is enables you to filter the list of Customers who have not responded to your communication (...more

Notes are important data related to the customers. It can be imported into the Customer App. In Apptivo CRM, you can associate notes with the records by specifying the required details....more

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

Apptivo Customers App provides you the option of removing the associated contacts of a particular customer. Follow the below steps to do so. Steps to Remove the Customer Contact Associa...more

Apptivo and G Suite is an entire cloud based solution for your business organization. With Apptivo’s Customer Sharing stay up to date and get connected to every customer by synchroniz...more

Email is reliably the most referred one in driving a business’ revenue, and emails you send out should tempt your customer to take action, having an immediate impact. This process of ...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

There are numerous situations where you might want to keep your customers informed of the status of their cases. Apptivo provides the ability to add third-party customers to their cases...more

Apptivo allows you to customize and restrict the creation of new object records of an app from another app. Consider the Opportunities App, where you can associate existing customers or...more

Apptivo gives you the ability to create your own custom apps according to your business requirements using the App Builder App. And these custom apps created, can be viewed in the 360 d...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 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