Questions by Category: "Leads app"

The Leads App from Apptivo is your go-to option for streamlining lead management. You can use the trigger functionality to start actions in reaction to specified occurrences. This allow...more

Unlocking seamless customization across all applications, users can now effortlessly tailor their table layout using the 'My Layout' feature. This powerful functionality empowers indivi...more

The Leads app of Apptivo allows you to configure today’s date to be displayed automatically in a particular date field while creating leads. This is achieved through the Master Layout...more

The Leads app of Apptivo allows businesses to efficiently perform a single action on multiple records using the Bulk Actions option in any view. This Bulk Action can be customized from ...more

The Leads App of Apptivo manages the information of your business and sales leads. It is provided advanced features by providing the conversion and by using Master Layout you can also v...more

An email sequence is a sequence of emails sent to a specific individual at a particular time interval. You can send multiple Emails by using the Add Email option. You can specify the ti...more

Login and access your Apptivo account from your iOS application. Click on any apps from the app list. 
 Click on the Show All, you can view the total number of records in the App. �...more

The Leads App in Apptivo ensures complete information on all the leads handled across Apptivo. You can filter the leads based on the Employees to whom the leads are assigned. Log in and...more

Data Sets in Apptivo give you the ability to provide access privilege of object records to a specific group of people. Depending on the assigned data sets the records will be available ...more

Leads App manages all your business and sales leads. Businesses gain access to sales leads through advertising, direct mailings, and other marketing sources. The Apptivo Intelligence Da...more

Leads App manages all your business and sales leads. Businesses gain access to sales leads through advertising, direct mailings, and other marketing sources. App Naming feature of appti...more

Leads App allows you to personalize the list under respective statuses. Based on their status, market, source, rank and even their follow up it is stacked under their corresponding menu...more

Leads app allows you to configure highlighting rules which will highlight the leads. This highlighting feature allows you to easily track the leads based on the highlighting condition s...more

Leads App allows you to convert the leads to Opportunities, Customers, Contacts, and Patents directly from the leads app. By using Custom Conversion, you can convert the leads to anothe...more

Assignment Rules automatically help users to assign incoming leads to the most appropriate sales representative or team based on predefined criteria. For instance, say a software compan...more