Questions by Category: "Follow ups"

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

Simple Search lets you search using a search field located in the header bar. It takes a single search string as input. Consider searching for an event based on a Case number. Here, 5....more

Leads are important CRM tools to increase traffic in a business. It increases sales and conversion rates of business. Along with the generation of leads, it is also necessary to convert...more

Choose the Search dropdown in the header bar of My Follow Ups activity to redirect to the Advanced Search side panel. Advanced Search in the My Follow Ups allows you to search using th...more

In the My Follow Up activity, select Settings from the App Header. Go to the Settings tab → Notifications → Update Notifications → Create. You will be navigated to the Create No...more

Apptivo allows you to view your Follow-up activities as a Table. The table view provides you with all the important information regarding the Follow-ups. In the table view, you can perf...more

Follow up is a process of monitoring the call log activities. Follow up schedule needs to be maintained in order to avoid missing potential business activities. Steps to Schedule a Foll...more

You can view Follow Ups in two different formats in My Agenda Calendar view List view Steps to View in Calendar View Login to your account. Select “My Agenda” from the left navigati...more

Follow Ups which are assigned to your employees would be found in "My Employee Follow Ups". Steps to View Employees Follow up Log in to your account. In home page, click on "Follow Ups"...more

Follow Ups allows you to create and view your follow ups. It also allows you to view the follow ups based on the apps which it gets associated with. Steps to view Follow Ups based on Ap...more

The List Layout of the Follow Up activity in Apptivo allows you to configure the desired column sets in any view. Let’s go through the steps to configure the list layout in the Follow...more

You can easily view and complete your Follow Ups. The Follow Ups which are completed recently can be viewed in Recently Completed Follow Ups section. Steps to view the recently complete...more

Connect to your Apptivo account and select Follow Ups from the left panel on the Home page. You will be navigated to the My Follow Ups activity. The list of views available will be lis...more

Steps to filter my follow ups Log in to your account. Click on "My Follow Ups" from left navigation panel. You can view "My Follow Ups" dashboard as shown below: Click on “By Apps” ...more

Collaboration Activities in Apptivo is created with the main purpose of performing various actions in Apptivo. Using Collaboration, you can see the list of activities carried out across...more

Navigate to the My Follow Up activity. Click on the “More” icon and select “Settings” located in the App header bar. Choose the “General” dropdown and select “Highlightin...more

My Follow Ups allows to perform simple and advance search. Simple search Simple search allows you to search using a search field located in the header bar. Simple search takes one searc...more