Questions by Category: "Customers"

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 allo...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

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 th...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

An industry is defined as a specific grouping of companies that conducts almost similar business activities.Sub-industries are industries within a large group of companies. These can be...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 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 ...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

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

It is now possible to view our custom app (created or existing) in the 360-degree view of Customers App. When a Custom App is created using the App Builder App, you can view the created...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

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

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...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