Questions by Category: "Distributors"

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

Distributors App in Apptivo helps you to manage all the distributor’s information and handle all activities related to Distributors in one place. With the Apptivo Customization, you c...more

The distributors app allows you to easily organize your distributor contact information, and schedule activities related to the distributor. Steps to customize data level access Log in ...more

With the Apptivo Customization, you can customize the Distributors app Left panel Views per your preferences. Usually, the Distributors app helps you to manage all the distributor’s i...more

Steps to Customize Sales Territories Log in and access Distributors App from your universal navigation menu bar. Click on “More -> Settings” icon located at the app header bar. C...more

Advanced features are disabled by default, to keep our app simple. Enable a feature here, and it will become instantly visible in all objects within this app. Steps to Customize Advance...more

The distributors app allows you to easily organize your distributor contact information, and schedule activities related to the distributor. Steps to customize default 360 app Log in an...more

Custom attributes Custom attributes or the Master layout are the common features for all apps. These are like business attributes which support you to customize your business with the c...more

Steps to Configure Loyalty Program Log in and access Distributors App from your universal navigation menu bar.   Create a new distributor or select an existing distributor. Click on �...more

Message templates allow you to setup pre-defined messages. These are customized email messages that you can send to your distributors. Steps to Create Message Templates Log in and acces...more

Steps to create employee range in distributors Log in and access Distributors app from your universal navigation menu bar. Click on "Settings" icon located at the app header bar. Click...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

Steps to Create New Distributor Category Log in and access Distributors App from your universal navigation menu bar. Click on "More -> Settings" icon located at the app header bar.�...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

Steps to create new market Log in and access Distributors app from your universal navigation menu bar.  Click on "More -> Settings" icon located at the app header bar. Click on "Di...more

Distributors App allows you to add Ip addresses. You can add it using "Add" option provided in "IP Address" section. Steps to add IP address in distributors Log in and access Distributo...more

Follow up is a process of monitoring the existing distributors in a future period. Follow up schedule needs to be maintained in order to avoid missing potential business Steps to Schedu...more

Distributors App allows you to change the information of segment using "Edit" option. Steps to edit segments in distributors Log in and access Distributors app from your universal navig...more

Steps to edit markets in distributors Log in and access Distributors app from your universal navigation menu bar. Click on "More -> Settings" icon at the app header bar. Click on "D...more

Distributors app allows you to import distributors from other sources. This will minimise your work of creating distributors manually. Steps to import distributors Log in and access Dis...more

Distributors app has standard default reports. You can able to search your requirements and save it as reports. Steps to Generate Reports in Distributors Log in and access Distributors ...more

Steps to Perform Bulk Deletion Log in and access Distributors App from your universal navigation menu bar. Click on “By Directory” and select "All" from the left navigation panel. ...more

Steps to Add Distributor to Target List Log in and access Distributors app from your universal navigation menu bar. Click “By Directory” and select “All” from the left navigatio...more

Steps to customize segments Log in and access Distributors app from your universal navigation menu bar. Click on “More -> Settings” icon located at the app header bar. Click on ...more

The distributors app allows you to easily organize your distributor contact information, and schedule activities related to the distributor. Steps to view Distributors Follow up Log in ...more

By Market You can define a specific group of potential Distributors, who share common traits. Typically you would divide your Distributors into markets which allow you to easily segment...more

Steps to customize distributors uniqueness check Log in and access Distributors app from your universal navigation menu bar. Click on "Settings"   icon located in the "more" option at...more

You can add Contacts which are related to the distributors. You can also create a new contact and add it to the distributor. Steps to Add Contacts in Distributors Log in and access Dist...more

Imagine, you have a prospect for your product. Depending on the location of the prospect, you can choose your distributor who is in proximity of the lead. Apptivo Leads App allows you t...more

Indicate whether you want to manually specify or automatically generate distributor number, while creating a distributor. Steps to Customize Distributor Number Generation Log in and acc...more

The Distributors app allows you to easily organize your distributor contact information, and schedule activities related to the distributor. Steps to Create a Distributor Log in and acc...more

  Distributors App has several groups of configuration settings that allow you to adjust the way the app functions. To configure your Distributors App, start off by Customize Distribut...more

You can add opportunities which are related to the distributors. You can also create a new opportunity and add it to the distributor. Steps to Add Opportunities in Distributors Log in a...more

The Distributors app allows you to easily organize your distributor contact information, and schedule activities related to the distributor. Steps to View Distributors Based on Director...more

By Category You can view distributors by category using "By Category" view in Distributors App. It not only supports by grouping under different categories but also allow you to create ...more

Distributors app allows you to create all your distributors inside the app. You can view all your distributors using "All" tab. It can also be deleted using the delete option provided n...more

Distributors App allows you to store the personal details about the distributor, also with their employee details. You can view all the created distributors under "All" menu. You are al...more

You can view all the deleted distributors under "Deleted Distributors" tab. you can also restore those distributors using restore option. Steps to View Deleted Distributors Log in and a...more

Steps to Duplicate Distributor Information Log in and access Distributors App from your universal navigation menu bar. Create new distributor or select an existing distributor. Click on...more

Distributors app allows you to send emails to the distributors and also for the associated people using "Email" option. Steps to Email a distributor Log in and access Distributors app f...more

Steps to edit distributor categories Log in and access Distributors app from your universal navigation menu bar. Click on "Settings" icon at the app header bar. Click on "Distributors C...more

Steps to View Disabled Distributors Log in and access Distributors App from your universal navigation menu bar. Click on “Disabled Distributors” from the left navigation panel.  Yo...more

Distributors app allows you to perform a simple search and advance search. Simple Search Simple search allows you to search using a single search field located in the header bar.  Simp...more

News Feed By default each and every event will be displayed in news feed on the distributors’ home dashboard. This significant feature is common in every app. You can stop displaying ...more