Questions by Category: "Customers"

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

Challenges faced by Small and Medium Business Owner When it comes to InvoicingOne among the few challenges faced by many small scale entrepreneurs is the payment delays. And if they hav...more

The default Home Page of any application in Apptivo has a dedicated News Feed section from which you can see the actions taken place in different records. The below image shows the Defa...more

The Customers App of Apptivo enables users to set their own criteria to convert a customer. When the customer matches the condition mentioned, then the convert button will appear in the...more

The Triggers feature of Apptivo allows you to perform an action when the criteria match in the records. The criteria can be applied for all fields including the date field. Let’s walk...more

Log in to your account and select the User Menu from the top right corner. Click on "Preferences" from the dropdown menu. Click on “Collaboration” from the left navigation panel of...more

The Customers App of Apptivo enables users to set their own criteria to delete a customer profile. When the customer profile matches the condition mentioned, then the delete button will...more

In your Apptivo account, go to the Customers App. Select Settings from the App Header. In the Settings page, select Customize App → List Layouts → Web from the left panel. The List...more

Log in to your account and select the User Menu from the top right corner. Click on "Preferences" from the dropdown menu. Click on “Collaboration” from the left navigation panel of...more

The Customers app of Apptivo allows you to label a particular customer as an existing customer on enabling the toggle. Steps to configure the Existing Customer toggle Log into your Appt...more

Notification are alert messages that are send to a specific set of recipients who have been provided with the privilege. In Apptivo CRM, Customer App the users can be given privilege to...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

Importance of using Invoicing application for your businessNo matter the size of your business its always better implement a good CRM. The invoicing app in the CRM allows you to send ti...more

The Customers App of Apptivo allows you to associate records from other applications in Apptivo. Ref App Attribute - This attribute helps to establish a link with another app in Apptivo...more

Sub-industries are industries within a large group of companies. For instance, the financial sector can be divided into industries such as asset management, banking, life insurance, and...more

CRM (Customer Relationship Management) apps like contacts, leads and customer apps are a great tool for businesses. You can decide the flow of contacts and how they are accessed. When a...more

User notification in Apptivo CRM alerts the user when several actions occur. There are three types of notifications. Task reminder - When an assignment is due, an email will be sent to ...more

Reports serve multiple purposes in Apptivo CRM. The main purpose of the reports is to extract and print information from a customer database in a structured manner. This data is used to...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

Apptivo Customers App allows the user to search for a specific record using advanced search option.Customers App allows you to provide access to the users who are reputed to view “Sea...more

Most of the firm would not want to pay the accounts that is opened  for all contract employees who join as an intern or on temporary basis. Here are a couple solutions. Read the follow...more

Apptivo’s collaboration Activities helps us to manage and control the quick actions of common activity of all the apps in the left-hand menu views. Associated Objects Reports are used...more

Apptivo’s CRM Apps allows you to associate the records of other CRM Apps to a particular App. This enables easy access to data and allows you to understand the association among vario...more

Customers App is an excellent platform to manage your customer profile efficiently. Customers are essential for the smooth running of a business. Hence, their information must be handle...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

The radio button field available in the Master Layout of Apptivo allows you to add values and select an option from the given values. Let’s walk through the steps to add values to a c...more

The Customers App of Apptivo allows you to get notifications through News Feeds and Emails whenever an action is taken in the customer’s profile from your account. Let’s walk throug...more

The Customers App of Apptivo allows you to get notifications through News Feeds and Emails whenever an action is taken in the customer’s profile from your account. Let’s walk throug...more

The Customers App of Apptivo allows you to generate the values automatically in the Name field. The values shown can be configured to be a combination of other fields available in your ...more

Apptivo's Sort Ranges allows you to sort your data as per the business requirements. In addition, Sort Ranges are added to all associated apps in the Apptivo’s CRM. Please follow the ...more

Consider a customer is enrolled in a particular Email Sequence in the Customers App of Apptivo. To unenroll from the email sequence process, follow the below steps. Log into your Apptiv...more

The Customers App of Apptivo allows you to get notifications through News Feeds and Emails whenever an action is taken in the customer’s profile from your account. Let’s walk throug...more

Customers App allows you to provide access to the users to Add Sites in Customers App. The users who have privilege for Add Site, can use that option found in overview page of a Custome...more

Its wise to give the trusted employees the access permission to use the settings in customers App.  This will give privilege to access settings option at their convenience to create ma...more

Customers app allows you to create new Sites and update the existing site information. The user can also edit the existing address. The last updated site information associated with the...more

Customers App allows you to provide access to the users who are deputed to access “Side panel” view in Customers App. The users who have privilege for this access, can use the “Si...more

Apptivo apps allow you to search the records depending on your needs. It allows you to search by specific data or with all options available in the multi-select field. Let’s go throug...more

Login to your Apptivo account and navigate to the Customers App. In the Customers App, select Settings → Customize App → Master Layout → Customers. In the Master Layout, drag and...more

As a small business owner you can set home page access permission to the privileged users. This will enable them to have a 360-degree view of all the tasks. Apptivo Customers App allows...more

Login and access the Customers app from the Universal Menu. Click on the More(...) icon and select the Settings. In the Settings section, click on the Customers and select the Scope. ...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

You are allowed to restrict access for your left panel views which is an additional measure introduced for security purposes. This security measure is common for all app's collaboration...more

Apptivo Customers App allows you to provide access to the users who have been assigned to useful links related to Customer records in Customer app. Only the users who have been given th...more

If you are a marketing or sales analyst, for the sake of analysis and to create better business strategies, you can choose the columns of the customer table to create the view.  The be...more

The contact information can be deleted with a single mouse click. Before you delete a contact, however, you need to make a decision on the how many users should be given the delete perm...more

The Customers app of Apptivo empowers customers to mark a particular customer as an Affiliate partner and add a logo for the customer profile. Steps to configure the Affiliate toggle Lo...more

At times you would want to analyze the information in the customer table for making effective business strategies.  This is possible by customizing views. Apptivo Customer App allows t...more

The Customers app of Apptivo allows businesses to easily perform a single action on multiple records at a time using the Bulk Actions option in any view. This Bulk Action can be customi...more

You can view the invoice payment summary on the invoice creation page itself. This feature allows you to view "Previous Balance", "Existing Balance" and "Payment Received" information o...more

Apptivo’s Customers App has the feature to add associated contacts when a new record of a customer is created. This feature extends to the Targets App. Along with adding a customer to...more

Sorting is a great feature for CRM Apps. CRM Apps plays a major role in having healthy communication with the customers as they have all the information related to them. Having a sortin...more

Apptivo Customers App allows you to give access to the selected employees of your team to access to “Sites”.  The users who have privilege for “Sites”, can use that option foun...more

The records that you delete is temporarily stored in the trash.  And it can be retrieved by giving the restore command. Apptivo Customers App allows you to provide access to the users ...more

You are in business because of your customers. They give your business a sense of purpose and gives an insight into the direction of your business through their invaluable feedback. You...more

Do you want to delete a bulk of your records, view/manage all your customers? Apptivo Customers App allows you to provide access to the users  to perform bulk actions on Customers. The...more

Dan Kennedy, author of a well known book "No B.S. Direct Marketing" describes a business as a bucket where the entrepreneurs pour their ideas, energy and money with a hope of making pro...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

Log in and access Customers App from your universal navigation menu bar. Click on More (...) icon and select the Settings. In the Settings page, click on the Notifications and select t...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

Target lists are modules that consist of individuals or other businesses that you want to include in a marketing campaign.  You should be aware of the fact that  Each campaign can be ...more

The Customers App of Apptivo enables you to create tasks automatically with the assistance of triggers. Apptivo CRM software also allows you to create a task with the mapped fields. Map...more

When a customer or a lead has unsubscribed from receiving emails, then you cannot launch an email sequence for that profile. Let’s walk through this option in the Leads App. When a le...more

The Customers App in the iOS platform of Apptivo enables you to print the customer information in PDF. Let’s walk through the steps to perform this action effortlessly from your iOS d...more

The Customers App of Apptivo allows you to create notes automatically with the help of triggers. Apptivo CRM software also enables you to create a note with the mapped fields. Mapped fi...more

The Master Layout is common for all apps which helps you to customize the app with the custom field according to your business needs. Text Attribute helps you to add the additional info...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

The Customers App of Apptivo enables you to create events automatically with the usage of triggers. Apptivo CRM software also allows you to create an event in the calendar with the mapp...more

Hi Mark, Thanks for taking time to post your question.You can record an overpaid invoice as a credit note for the customer. Please refer the following link for reference:How do i give u...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

In any business, it’s absolutely essential to understand who your customers are, and how to get in contact with them. Beyond the basics, you also want a system to review the history o...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 CRM, Customers App allows you to set up special price lists that allow every item to have a different price based on the customer’s purchase. This is a requirement for many co...more

Customers App in Apptivo allows you to create tables to add multiple, correlated data. You can also link the table in Customers App with other apps in Apptivo. The table section allows ...more

Email templates are pre-defined email formats. If you have to regularly send out the same emails to your leads, contacts, and customers, it saves time if you use email templates.Email t...more

Apptivo Customers App allow the users  to specify the width of the tabular column as per their requirement.The table column width is one of the field properties found in Master Layout....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

CRM Apps in Apptivo is an effective tool to maintain all records related to your Customers, Contacts, Leads, and Opportunities. However, there might be multiple records in any App which...more

Yes, when you delete a record of a customer that is associated with the other apps, you will get an error message. Do you know why? Read on. For instance, if you select a customer recor...more

Views are created with a selected set of fields of the customer records for the sake of analyses or to create target lists. You must be aware of the fact that the views can be saved.  ...more

A small business owner would want to share his Table View with the employees to create business strategies to take the business to the next level. Is this possible in CRM? Apptivo CRM a...more

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

Projects App allows you to perform simple and advanced searches. You can view your projects for a client or customer using advance search. Lets quickly go through the following steps. L...more

To protect the customer data in Apptivo CRM module Customers App, data export is not enabled in any of the user accounts by default. Only the adminstrators are given the privilege to gi...more

Consider generating a trigger automatically when a standard or custom address field is set as the criteria in the Customers App. Log into your Apptivo account and select the Settings ic...more

 Apptivo Customers App allows you to provide access to the users who are deputed to import  CSV file in to this system. Importing customer data into customer app is a privilege is not...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

Apptivo is a cloud suite of 65+ applications and it has always been an important goal to ensure association and easy navigation between applications. The 360-degree view of the Customer...more

Apptivo’s Projects app allows you to create projects with different billing methods like Project Flat Fee, Milestone Billing, Time & Expenses, and Non-billable. Milestone billing ...more

If the customer records are stored in CSV files, its possible to import the data into the customers app. However, not all the users are given the permission to import files.  Only the ...more

The Google Maps integration with Apptivo enables you to select an address from the list suggested by Google Maps and add them to the records. By this, you can easily have the address ad...more

Default Home Page View is the view that you see as soon as you log into your account. By default, it will have the applications, navigation bar and search box, and so on. Apptivo CRM us...more

You can use the Summary Boxes in Data Table to add the summary of Count, Sum, and the Average of the data based on the conditions as per your business need. In addition, you can add thi...more

Customers App allows you to create Markets and Segments. Based on your marketing strategies you can search for the customer who belongs to certain categories, markets, or segments. To r...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

Log in and access the Customers App from your universal navigation menu bar. Click on the “Show All" button from the left navigation panel. Click on the "More Details" icon to overvie...more

At times you want to view only a few columns from the customer record for the purpose of analyzing the preferences, tastes, and requirements. These data is used for creating strategies ...more

The navigation panel also called a navigation bar is a part of a graphical user interface that helps the users to access information without much difficulty.  You can show or hide the ...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

Yes, Apptivo CRM allows you to enter customer number manually at time of customer record creation. This allows you to edit the "Customer#" field in "Customer Information". Steps to Ente...more

You can view the roles and privileges of all applications in Employees App. This allows you to manage roles and privileges of each app. Log in and access Employees App and Click on “M...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

Views are the filters that are easily accessible on the left menu. Views can be configured and set as per your needs.  To view all the menu options in the left navigation panel of the ...more

Apptivo Customers App has More icon. When you click on this icon, you will notice that it has many options like Customizing App, news feed, importing customers and also you can view the...more

As a user of Apptivo CRM, there are times you may have to create custom field in your customer table. You can also make these mandatory. That is its necessary that a customer gives the ...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

A prominent feature of Apptivo Customer Apps is the Follow-up feature. Why is Follow-up Feature ImportantThe follow up feature makes it simple to keep track of future dates where you’...more

Service Level Agreement or SLA is a document that defines the customer expectations with service providers performance and qualities. In brief, its a contract between a service provider...more

Items App of Apptivo enables businesses to add customers to a specific item. Hence, you can easily retrieve information on the customers who are interested in an item. Steps to Associat...more

Sometimes a customer may make only a partial payment against an invoice you have sent. You can record this payment in two ways.Manually record the payments against the invoice When a cu...more

The Export feature in the Customers App allows you to export the customers and take a backup of all your customer data into a spreadsheet (in CSV format), in just a few simple steps. ...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

Custom Fields are the ones that a user creates as per his working requirement.  And if he is using multiple modules/objects within Apptivo CRM, the custom fields can be shared across t...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 CRM allows you to change the specification of the Payment terms. If you want to change the payment term to, say Immediate, for a  certain customer. All that you need to do is g...more

Its not a wise decision to give delete customer record privilege to all the members of the team. The reason is it can be misused. There are times when you have to delete a few customer ...more

Not every one is give the privilege to create customer records in Apptivo Customers App. The ones who have been provided with the create privilege can directly create customer records o...more

Apptivo CRM allows you to create custom fields. You can protect your custom fields by not allowing other users to view the fields. However, if you  want a few members of the team to vi...more

Its goes without saying that customers are the end users of a company's products/services.  Customers are kings and if you want to survive in the business world you need to keep them h...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

Segregation of customers becomes easier if the customers are put in the correct category. When it comes to selecting the customers for target marketing, the marketing team will find it ...more

According to a popular online library, Investopedia, "A customer is an individual or business that purchases the goods or services produced by a business." A customer plays an important...more

There are times when the marketing/sales team members would want to view only specific columns of customers for the purpose of analysis and to create marketing strategies. That is possi...more

Its a known fact that at the onset of your small scale business, you would have stored your customers data in a spreadsheet. As your business grew, you would have integrated Apptivo, a ...more

Apptivo Customers app allows you to create new Sites using an option called Create Site, where you can update your associate contacts site information. Steps to add Sites to the Contact...more

One of the core activities of any business would be invoice processing. So, assuming you already know how to create invoice, the next step is the process of sending email to your custom...more

Login and access the Customer app from the universal menu. Create a new customer or select the customer from the list. Here, customer Art Venture is selected. In the Customer overview ...more

Customers App of Apptivo lets you indicate the status of specific customers. Customers tend to vary as the business grows. However, maintaining a database of all the customers is defini...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

When accessing your account you can view the Home page dashboard that organizes all of your activities. You can also customize the homepage settings as per your desire. Connect into you...more

The Customers App of Apptivo allows you to add activities to your customers. The name of these activities can be renamed as per your business purpose. Let’s walk through the steps to ...more

The Bulk Actions feature in the Customers App of Apptivo allows you to take actions in multiple customers at a time. The available bulk actions are: Update - This lets you bulk update f...more

The Customers app of Apptivo allows you to maintain a detailed database of every interaction with your customer. The Sales Rep assigned to a customer can also be changed whenever there ...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 two types of trigge...more

Steps to Create Charts Login and access the Customers App from the universal menu. Click on the More(...) icon and select the Settings. In the Settings page, click on the Intelligence ...more

Why is Negotiating Skills Important for your Business? Negotiating skills are paramount in today's business scenario where you have a hyper-connected and competitive market. Here are a...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

At times you need to duplicate the customer records to create a backup, to analyze their preferences to strategize marketing campaigns.  However, only a select few users would be given...more

All your promo certificates that are to redeemed will be available under "Certificates available for Redemption" section. So, you can redeem your certificates by using "Ship" option pro...more

Log in and access the Work Orders App from your universal navigation menu bar. Click on “By Queue” and select “My Work Orders” from the left navigation panel. The My Work Orders...more

The SMS template feature of Apptivo is used while sending SMS as an action in Triggers of the Customers app. To make use of the SMS feature, it is necessary to add a phone number in the...more

If the user wants to view associated objects information in the other Apptivo CRM Apps he needs to create a privilege for associated objects.  The steps given below will give an insigh...more

Reward Certificates Login and access Customers App from your universal navigation menu bar. Click on "Show All" and select a customer in the dashboard. Click on "More" icon to overvie...more

Apptivo’s Support plans help you to define the limit of the case created by the customer, based on the support plan provided. In addition, you can add multiple plans for single custom...more

Yes, in Customers app you can add one or more addresses in sites. Lets go through the steps to find out how. Steps to Add one or more Address in Sites Log in and access Customers App f...more

Login and access the Customers App from the universal menu. Click on the Reports icon on the App header. In the Reports page, click on the General Reports and select the Activities Rep...more

A collection of frequently used links that redirects a user to various application pages are known as Quick Links.  Generally, quick links will appear on the personal page of a user an...more

Assignment Rules automatically assign the customer profiles to a Sales Representative or an Employee in your Organization. Steps to set the Assignment Rules In the Settings page of the ...more

Customers App allows you to add any custom fields that aren't provided on the creation page by default. You can load your creation page with new sections and fill them up with your own ...more

Customers app has many default standard reports. You can view the customers by their sales representatives using an report option called "Customers by Sales rep". Once the customers by ...more

Email communication is one of the ways to keep in touch with the customers. When your customer is a B2B one, you need to keep them in loop about the latest offerings of your company.  ...more

The Customer Uniqueness Check feature of the Customers App in Apptivo allows you to prevent the creation of duplicate records in your account. You can also configure how this verificati...more

The Customers App of Apptivo allows you to generate reports related to your business purpose. This report page can be disabled from the Settings page of your Customers App. Steps to dis...more

The Customers App of Apptivo allows you to add the employee range while creating a customer or editing customer information. Let’s walk through the steps to create an employee range i...more

The strength of any business enterprise depends on it customers. Therefore, marketing and sales teams do their best to retain the customers at any cost. To understand the needs, prefere...more

It goes without saying that every customer would want to see the progress of his project that you are working on . Therefore, its your responsibility to keep them up to date regarding t...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 Link attribute helps you to add the links as per your business needs. Every app of Apptivo makes use of the Link attribute and this attribute can be configured in the Master layout ...more

Timesheets are an important part of a project delivery process.  The two main reasons why you need to maintain timesheets are the following.The timesheets give an insight into how and ...more

Customers app from Apptivo helps you to manage your business and the ales customers. And this is one of the most important apps of the Apptivo CRM apps. With that, you can customize the...more

By default quick links in the customer home page contain several links which guides you to different apps. Your homepage can be customized by adding your own quick links by customizing ...more

Duplicate records or data redundancy is a common attribute of any database. Duplicate records are the repetition of information within a database. How does data redundancy or duplicate ...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

Log in and access Customers App from your universal navigation menu bar. Click the Show All page and select a customer by clicking the More icon. The customer’s Overview page comes i...more

Revenue by territory which extracts the reports of particular territory’s revenue. Basically this allows you to view the income of the particular area. Here the report is based on the...more

A sales manager have to improve the performance of his team to meet the targets with little to no extra resources. Territory reports that he generates is the key to territory management...more

Reports are generated to analyze and craft new marketing and sales strategies. You can create reports based on markets, territories and segments. Customer recordsby market allows you to...more

Apptivo CRM allows its users flexibility in using the account. The user can either choose a monthly or yearly plan. Thus, he has to pay only for the months he uses it. You can manage yo...more

Revenue by market allows you to view the revenue of a particular market. For example,if you want to know the total revenue by market, where market is the criteria, all the customer reco...more

Customizing how records are filtered and viewed is one of the key requirements of customers in any software. Apptivo has a dedicated section called My Views where all the customer confi...more

Useful links are a collection of links to patent related information of an application. These links are sorted into categories to help you find what you are looking for without much has...more

The Sort Ranges feature of the Apptivo Customers app allows you to rearrange your customer records according to your business purpose. The records can be arranged in ascending order or ...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

A 360-degree view means the user can view all the tabs in his homepage at a glance.  This is an important feature in Apptivo CRM because you can download all the applications that you ...more

Many small and medium sized business owner store their vital as well as critical customer data in Excel sheets. When they integrate a cloud based CRM such as Apptivo, it will be conveni...more

Reach out toyour customers in real time without having to spend much time. You can send emails to each and every customer with just a click of a few mouse clicks. Customers App allows y...more

Here we are talking about a B2B customer.  And you need to add the company's contact details. There are two different ways to do this.First, you can do it manually, where you create a ...more

Some of the configurable features include the followingAffiliate URLs API Security IP Address and so on.  As an user of Apptivo Customers App, you can customize some of the configurab...more

Customers App are well designed when it is about the efficient management of data. With time, the customers’ database also expands. It is important to be very cautious when choosing t...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

Reports are an integral part of any enterprise be it small, medium or large. Business reports are used to track the progress of the various business goals of the teams, to predict the t...more

In Customers App settings, Actions allow to provide access to the users who are deputed to certain privileged actions . The users are given access as well as privilege  for a specific ...more

A timesheet is filled by the employees to show how much they have completed on a given task on a given day. It has pre-formatted fields or columns that are used to fill by each and ever...more

A business generates revenue by selling its products or services to its customers. So, it becomes vital for any business to know about its revenue generating sources. With Customers App...more

Customers App in Apptivo has clear-cut features that allow you to perform a number of operations on your Customer’s records. Apptivo’s CRM Apps allow you to print records as PDFs. A...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

The customer portal of Apptivo enables your customers to access their tickets, invoices, answers right away from an external portal linked to your Apptivo account. The customer portal a...more

Customers app allows you to view all your follow-ups using the "To follow up" option. You can also view your "Employee follow up" and "Team follow up". Steps to view customers Follow up...more

Customers app from Apptivo helps you to manage and track all your business. It helps you to enter all the customer information at the time of customer creation itself. In the customer�...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

The Customers App of Apptivo allows you to create follow ups for the customer records. Based on the records that have follow ups, the records can be easily filtered using the left navig...more

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

As a senior executive of a company's sales team, at times you would want to retrieve the records of the customers whose accounts are handled by a certain Sales Representative. This is p...more

When leads become customer, you need to move the record or add the records to the Customer Apps.  Apptivo Customers app  allows you to add leads to customer using add option in custom...more

Once a customer becomes an opportunity for an up-sale or cross-sale, you have to make the entry against that customer in the customer record. This is important because you can view all ...more

The goal of every sales team is to convert a lead into a customer. Once the lead becomes a customer, you need to move the record to the customers apps. Since you are already using Appti...more

Customers App in Apptivo is a novel tool providing facilities to create and manage your customer database. Easy grouping is a key factor that assists businesses to reach out to the righ...more

The Advanced Search feature available in the Customers App of Apptivo allows you to filter the customer records based on a particular criterion. You can filter the records according to ...more

Customers App allows you to convert your Customers to Contacts using the conversion feature. You can customize the conversion process as per your requirement. Let's take a quick walk th...more

Communication is an act of passing or transferring information from you to another person. In Customer Relationship Management (CRM), communication plays a vital part. Email software is...more

The Apptivo CRM allows the user to hide or show labels of the fields of the table. Label visibility is one of the field properties in Master Layout. This feature allows you to hide the ...more

You can define a territory as the demarcation of the sales force structure. The customer accounts are grouped and shared with the sales team of an organization based on various factors ...more

A collection of individuals or organizations that you want to either include or exclude in your marketing campaigns is known as a Target list. You must be aware that each campaign is re...more

Apptivo’s Master Layout is the common feature that has some business attributes which help to customize the apps as per your business need. Text Attributes are the common text area th...more

Reports are an important aspect of any business enterprise. You can  generate reports by territory, market, customers list, activities report and customers by sales rep and so on.  Th...more

Sales Territory defines the geographical region in which your potential customers reside . It could be a  city, town, or eve countries, if you have customers across the globe.  If a c...more

Bulk Update allows you to edit Customers records simultaneously. For instance, you want to update the customer records of a specific category, that is possible in Apptivo Customers App....more

Log in and access Customers App from universal navigation menu bar. Click on "More" icon and select "Settings" located at the app header bar. Select the Customers dropdown and click Ma...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

A category is used to segment customers. This will help the user to be better organized. Every business will categorize its customer differently. When the customers are categorized, it ...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

Collaborative CRM is an approach to customer relationship management (CRM) in which the various departments of a company, such as sales, technical support, and marketing, share any info...more

There are times when a prospect makes an instant decision to buy your services or products when you are running an marketing email campaign. Here the lead skips the sales funnel process...more

Each time you have a new customer, you enter the details of the customer in your customer database. When a customer relocates also you need to make the changes to his record. Suppose yo...more

Tags are labels attached to the Customer app. These help you to organize the customers in a personalized way. You can create multiple tags from the creation page and also update the exi...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

Apptivo CRM allows you to generate lists of all customers created in a specific period. The marketing and sales team usually generate this list to get a gist of how many deals were clos...more

The Customers App of Apptivo allows you to mark a customer as unresponded when they have not responded to the emails. The customers who are marked as unresponded are listed in the left ...more

The Customers App of Apptivo has the provision to mark a customer as unresponded when the customer has not responded to the emails. Let’s go through the steps to mark a customer as un...more

Value dependency is one of the field attributes in Master Layout. This feature allows you to define the condition whether to display or hide the value of a particular field’s. By defa...more

Redundancy of customer records is possible if you have not configured your Customers App for customer uniqueness check. If you are working with a large number of records, ensure that yo...more

The Customers App of Apptivo enables you to filter the customer information based on markets and view the records using the left navigation panel. Steps to view customers by market Log ...more

The Customers App of Apptivo allows you to create tasks with the information available in the customer profile. By this, you can map the values present in the fields of the customer pro...more

Visibility 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. By default, the Visibility s...more

You can update contact details that are associated with customer sites. That is, if there is a need to update the customer data in the address column, you can give access privilege and ...more

Apptivo Customers App  allows you to disable or hide the App Store icon from the account using the settings menu. This will entirely remove the App store icon from the header bar but t...more

Log in and access Customers App from your universal navigation menu bar. You will be redirected to the Customers App. Click on By Category from the left navigation panel. The list of ...more

As sales personnel looking after a specific territory, you need to know how many customers belong to your territory, their preferences, and so on. With Apptivo’s Customers App, you ca...more

Tags are nothing labels. They help you organize your customers into groups such as Loyalty Customers, Special Membership, High Value, etc. You can add multiple tags to your customers. W...more

Customers App Integration The Customers App connects with Projects, Orders, Cases, Invoices, Leads, Opportunities, Contacts, Estimates, Holidays, Customer Payments and Sales Receipts A...more

The Installable demo is one of Apptivo’s significant features that helps you to create a sample record for the customer and Project apps. This feature is specially built for the new u...more

Customers App has several groups of configuration settings that allow you to adjust the way the app functions. Configuring the app before entering your information is always a good idea...more

There are  times, instead of going through the entire sales process, an individual would become a customer. In such cases, you would want to create a customer record directly.Customers...more

Consider sorting the territories in the Customers App of Apptivo. In the Customers App of Apptivo, select Settings from the App Header. In the Settings page, select Customers → Terri...more

Log into your Apptivo account and navigate to the Customers App. The View By Directory option is available in the left pane. Here, the letters are displayed in alphabetical order. Sele...more

Numbering your customer records is very important. This will help your to retrieve the record quickly and also lets you know the total number of customers you have.  There are two ways...more

The Customers App of Apptivo allows you to create notes with the information available in the customer profile. By this, you can map the values present in the fields of the customer pro...more

In Apptivo Customers App, once you enter an Industry type, you cannot delete it. Instead, you are allowed to disable the industries from customers app setting page. Lets take a look at ...more

The Customers App of Apptivo enables you to create events with the information available in the customer profile. You can map the values present in the fields of the customer profile wi...more

For ease of remembering your application within the CRM software, you can rename the app as per your desire. Apptivo Customers App allows you to customize the name of the App. Lets take...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 sales personnel if you want to view the complete list of your customers, its possible. Viewing the entire list of customers will give you an overview of how many active and inactiv...more

Before we delve into why you cannot delete your customer records, you need to be aware of the fact that only  the privileged users can delete customer records. If a user is unable to d...more

As an user of Apptivo CRM there are times you want to analyze your task. This can be done by exporting your events or appoints that you have created  across all objects in the CRM Syst...more

When an customer is inactive or does not respond to your communication for a long long time, it shows that he/she has lost interest in your services/products. That is when you delete th...more

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

It's super simple to add customers in customer app. There are two ways. Directly  creating customer  records  in the Customers App. Uploading a csv file using Customers App Import fe...more

If your customers are B2B, at times the contact point would have been promoted to another department or left for greener pastures.  In such circumstances, you may need to update the co...more

For instance, you want to list all the customers whose name starts with the alphabet "A" or reside in a particular locality. Customers App allows you to perform simple and advanced sear...more

If by mistake you have deleted a customer record, it can be retrieved from the trash. However, as a user of CRM, you would be aware that not everyone is given the privilege to delete re...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

Log into your Apptivo account and go to the Customers App. Click on the Lists dropdown and select the Show All option from the left navigation panel. Click on the More Details icon of ...more

Before we delve into how to configure the news feed and email notification in customer apps, you need to be informative about News Feed as well as Email Feed.  Lets take a look at what...more

An efficient CRM allows the user to create a single, complete and accurate view of customer information. Here customer information ideally means, all the interactions and transactions t...more

Firstly, notes are most commonly used as intercommunication tool which provides a log of changes and updates internally among employees. In addition to that, the notes sharing option al...more

If a certain customer is no longer associated with your business, then it makes no sense in keeping his record in your database. The wise thing is to remove his records. This is possibl...more

As a CRM user, you need to be aware of the fact that only privileged users can delete customer records. However, the records can be deleted only after all the associated objects are rem...more

Managing your workflow becomes streamlined with Apptivo's Triggers. Triggers are automation tools that generate any action as a response when the records meet the configured condition. ...more

Its a cake walk to import users into Apptivo Customers App. To import users into the app, you need to have a user id. Using this User id you can access the features of the CRM. Here are...more

The Customers App of Apptivo enables users to record information on bounced customers. The left navigation panel has a separate option in the List View to oversee the bounced customers....more

As an entrepreneur, you would be giving your best to satisfy your customers to keep them loyal to your brand. However, if you want to find out whether your efforts are fruitful, and you...more

Consider this scenario.You are into landscaping business. You have a customer xyz. He opens a new outlet and asks you to do the landscaping. The new outlet will become the sub-customer....more