Questions by Category: "Opportunities"

Apptivo enhances your efficiency by allowing you to have the work done automatically. You need not modify the values of attributes manually. Instead, you can use the Trigger feature of ...more

The Opportunities App of Apptivo enables users to set their own criteria to send emails. Consider setting your own criteria to schedule a follow up for an opportunity in the Opportuniti...more

CRM Apps of Apptivo has always been very resourceful in maintaining a stable relationship with Customers. The conversion feature of Apptivo allows easy transfer of data from one App to ...more

Apptivo allows you to add Sales stages for the Opportunities that you create. Once a Lead is converted to an opportunity, you need to follow certain steps in adding a Sales stage to con...more

The Opportunities App of Apptivo enables users to set their own criteria to send emails. Consider setting your own criteria to email an opportunity in the Opportunities App. In the Oppo...more

The Opportunities App of Apptivo allows users to set their own criteria to delete an opportunity. Consider setting your own criteria to delete an opportunity in the Opportunities App. I...more

Great news Jeremy!  Apptivo has a brand new comprehensive email integraiton on the way.  You can read up on complete details about our upcoming IMAP Email Integraiton....more

The Opportunities App of Apptivo enables users to set their own criteria to perform duplicate action. Consider setting your own criteria to duplicate an opportunity in the Opportunities...more

The Opportunities App of Apptivo enables users to set their own criteria to perform an action. Consider setting your own criteria to convert an opportunity in the Opportunities App. In ...more

Apptivo apps allow you to view the standard performance dashboard from your iOS app. You can create and customize the Dashboard from your web application. Click Here to know how to crea...more

The Opportunities app of Apptivo lets users add an opportunity to the target list. This is enabled by default. To disable the Add to Target List button in Apptivo, select Settings from...more

Notes News Feed and Email Feed can be generated for notes added, deleted, and modified within the Opportunities App by enabling the Toggles. Steps to Configure Notes Login and access th...more

Invoices are mainly used to record sales. Invoices also help in maintaining a book of the amount received and outstanding debt. Apptivo has created Triggers with the purpose of automati...more

Documents If documents are added, deleted, downloaded, emailed, and renamed, you can receive email and News Feed notifications about actions performed on documents. Steps to Configure D...more

Before viewing the number of opportunities in each stage, it is important to ensure that the Kanban View is enabled for a particular view. Go to Settings → Customize View → Views. ...more

Steps to Create a Summary Table Login and access the Opportunities app from the universal menu. Click on the More(...) icon and select the Settings. In the Settings page, click on the ...more

The Cushion/Gap value of the Opportunities App is calculated based on the Sales Planning App’s quota. The access level differs for superusers and non-superusers. Performance Dashboar...more

Opportunities App allows you to provide access to the users who are reputed to access the “Side panel” option in the Opportunities app. The users who have the privilege can use the ...more

If you have customized a view for analytical purpose and want to reuse the view, you need to save the view.  A prominent feature in Opportunities App allows you to save preferred views...more

Opportunities App helps you to maintain the details of all your potential opportunities. You can create and customize opportunities using the sales stage. The Stage Management option he...more

Opportunities App of Apptivo has an Intelligence dashboard that empowers you to keep track of the performance of your business towards Opportunities. With smart filters, you can filter ...more

Apptivo apps allow you to add the filter option for both standard and custom attributes. You can perform the advanced search with the multi-selected values. In addition, you can search ...more

The Currency Code Source helps you to update the other currency field based on the source currency attribute automatically. Steps to Configure Login and access the Opportunities app fro...more

Opportunities App in Apptivo allows you to generate notifications for changes made to the Opportunities. You need not keep a tab of each record. Instead, you can get notified automatica...more

The Performance Dashboard of the Opportunities App provides timely information on the Opportunities’ amount of all the employees. However, the access varies depending on whether the e...more

To generate Employee Activity report to track the opportunities activity count based on the count of employees. Login to your Apptivo account and select Reports from the left panel of y...more

The Opportunities App of Apptivo offers a distinct tab to display the email sequence dashboard in each opportunity’s overview page. Let’s walk through the steps to enable this featu...more

The Opportunities App of Apptivo allows you to view the opportunities in the side panel view. In the Opportunities App of Apptivo, select Settings from the App Header. Select Security...more

Before configuring multi-currency as a criterion in the trigger feature, it is necessary to enable the Multi-currency option from the Business Settings page in the User Menu. Another c...more

Sorting is used for better navigation to get the information easily on the Opportunities App. You can also set the Sort Ranges for the Association table as well. Steps to create Sort Ra...more

The Opportunities App of Apptivo allows you to import the opportunities. This can also be disabled when not in use. Select Settings from the App Header of the Opportunities App. In the...more

Intelligence charts in Apptivo allow you to gather real-time metrics as a pictorial representation. Rather than going through multiple records to collect highly important information, y...more

Apptivo Opportunities app allows you to get a notification when the opportunities are duplicated. You can set the notification to get the news feed and the email feed automatically. Ste...more

Opportunities App in Apptivo allows you to add the sales stages for the Opportunities. When a lead becomes an Opportunity, multiple steps are carried out to convert it into a customer. ...more

You can set the fields as mandatory in Opportunities App. Let's go through the following steps to understand it better. Steps to create a mandatory field Log in and access Opportunities...more

Opportunities App in Apptivo allows you to convert records from Opportunities App to any other App. Along with mapping the attributes, you can also map the tables present in the Opportu...more

In Apptivo, each opportunity you create will have the Amount and Probability field that represents the win/loss percent of that particular opportunity. This post will now show you how t...more

Properties are also considered as Opportunities. Especially when you do real estate business, all the properties are considered as an Opportunity. So, it becomes a necessity to get a co...more

Opportunities App in Apptivo is a great resource to keep a tab of the Opportunities. Analyzing the performance in Opportunities is necessary to measure the sales projections. You can al...more

Connect to your Apptivo account and go to the Opportunities App. In the Opportunities App, select Settings from the App Header. From the Settings page, select Security → Assignment L...more

Apptivo’s Opportunities app allows you to get the Loss Reason Details when the Sales Stage is Changed to Closed Lost. It will help you to view and track the Loss Reason for the partic...more

Login and access the Opportunities app from the universal menu. Click on the Select all icon to select all opportunities on the list. Then, click on the Bulk Actions and select the Exp...more

The Sort ranges created in an application of Apptivo will be available while using that application as a Ref App in any other application of Apptivo. Consider the Opportunities App of A...more

The Email Templates of the Opportunities app enables businesses to have pre-defined templates while sending emails or adding notes to opportunities. Steps to create email templates Log ...more

Relationship Type in Apptivo enables you to see the relationship between one object with another object, from each object’s overview page. You can link most Apptivo records together a...more

Apptivo apps allow users to validate your records while creating a new record. You can set the duplication rule for how to validate the records with Actual or fuzzy logic. In addition, ...more

The Privileges feature of Apptivo allows you to provide access to selective employees added in your business. This privilege feature is also extended to the Intelligence Dashboard of Op...more

Apptivo’s Opportunites App allows you to get the Loss Reason Details when the Sales Stage is Changed to Closed Lost. It will help you to view and track the Loss Reason for the particu...more

Once the opportunities are created, there may arise a situation, where you would like to update multiple numbers of opportunities simultaneously. This can be easily done with the help o...more

Sales Stage defines the status of the Opportunities as they are converted to customers. Every business has chalked out steps to determine how an Opportunity has to pass through. The pro...more

Log into your Apptivo account and navigate to the Opportunities App. Click the Settings icon from the App Header. In the Settings page, select the Reports → Sales Stage Report from t...more

Log in and access Opportunities App in your universal navigation menu bar.  Create a new opportunity or select an opportunity. You can view the opportunity with created information. C...more

Reports help you to analyze the data in a piece of clear information about it. Reports from the Opportunities app helps you to generate the customized reports as per your requirement an...more

Apptivo apps allow users to validate your records while creating a new record. You can set the duplication rule for how to validate the records with Actual or fuzzy logic. In addition, ...more

Opportunities App allows you to convert the opportunities to Orders, Estimates, Invoices, and Projects directly from the opportunities app. By using the Custom Conversion, you can conve...more

The Opportunities App of Apptivo allows you to delete your opportunities effortlessly on a single click. However, there are two instances where you will not be able to delete your oppor...more

Sales Stages are proven to be an asset when it is about the efficient management of a business. Sales stages dissect the entire process involved in converting an Opportunity into a Cust...more

The Associated Objects of Opportunities App allows you to view the relationship between opportunities or any other object in Apptivo. In the Opportunities App of Apptivo, select Setting...more

Opportunities App of Apptivo allows users to perform several actions on the opportunities. The Actions page in the Opportunities App of Apptivo lets you configure if a particular action...more

Opportunities App of Apptivo manages your Opportunities brilliantly. The different tools available in the Opportunities App are so flexible that it permits users to customize the app as...more

An opportunity is the second step in the sales process. Although sometimes you’ll start the process of a new sale by creating an opportunity, usually you would want to convert a lead ...more

The Opportunities App has a dedicated Trash section where all the deleted opportunities are stored. It is for future reference and easy retrieval of deleted information when needed. If ...more

The Opportunities App allows you to search for the opportunities in the following two ways: Simple Search - This allows you to search for the opportunities using a single search field ...more

Notifications in Opportunities allows you to get instant notification on the opportunities updates. You can get instant updates on Newsfeed and Emails. News Feed All events in the Oppor...more