Questions by Category: "Opportunities"

When you access your account, you see several pages which organize all of your various activities & collaboration data like Agenda, News Feed, Calendar, and Tasks. Some businesses m...more

The Kanban view in the Opportunities App provides you birds eye view of all the opportunities based on their Sales Stages. Kanban view can be filtered and viewed based on the Sales Cycl...more

Has there been times when you wanted to disable or hide a certain sales stage?  Apptivo Opportunities App allows you to disable the sales stages. This feature allows you to hide a spec...more

To view your Organization and Team's quota, Log in to the Sales Planning app. Click on the respective Fiscal Year you want to view from the left pane. Once you select, your Organizatio...more

Sometimes there may be few Opportunity names that are too lengthy to get fit within the Kanban card. So what do you do in such instances. In Apptivo Opportunities App, you can customize...more

Notification feature notifies an user when certain changes are made to a record,when an email is send and also notifies when something has been scheduled for a later date.Opportunities ...more

Opportunities App allows you to provide access to the users who are given the privilege view “Search/Advanced search” option in opportunities. The users who have privilege for searc...more

Report generation is a prominent feature of Apptivo Applications. It gives the user a bird's eye view of the performance of the products or services. Here the reports generated would gi...more

Opportunities App allows you to provide access to the users need to useful links related to opportunity from opportunities app. The users with access privilege can use the “Useful Lin...more

Open opportunities by month report will give the user a clear cut picture about his targets for the month. Using the reports the sales representative can create strategies to convert th...more

Opportunities App allows you to provide privilege to the users to access your the home page  to perform specific activities in opportunities App. The users who have privilege for home ...more

Opportunities App allows you to provide access to the users who are deputed to access “Settings” option in Opportunities App. The privileged users can use the “settings” button ...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

Default value feature in  Master Layout allows you to set the default value in the drop down field . This  can be modified/updated in the create/overview page of customers app. Lets g...more

Opportunities App allows you to set privilege to those users who are given the task to perform bulk actions on the opportunities. These users will be able to use “Bulk Action” drop ...more

The Export feature in the Apptivo Contacts and Opportunities App now supports XLS format. All Apptivo users can now easily download/backup their data in a spreadsheet. Apptivo provides ...more

The Kanban View in the Opportunities App gives you a card view of all the opportunities, based on their sales stages. Now, this feature in the Kanban View, lets you to customize the wid...more

Opportunity is a potential future sale. Its always associated with revenue and tells you the health of the sales funnel. Opportunity varies from business to business as it depends mainl...more

Apptivo provides you with the option of associating your object values in the Collaboration reports. I.e It is now possible to view the CRM object values associated with your Call log a...more

Opportunities App allows you to provide access to the users who are given access to retrieve deleted opportunity from opportunities app. The users who have privilege to access  trash ...more

Importing data from CSV is a feature that is available in Apptivo Apps such as  Contacts, Customers, Opportunities, and Leads. This feature allows you to import mass information into t...more

Opportunities App allows you to provide access to the users who are in charge of adding targets for opportunity in opportunities app. The users who have privilege for ”Add to Target L...more

When you move up the sales funnel, that is probably the next step in the sales process, you will be creating an association between CRM objects  while importing bulk objects. Here you ...more

As an owner of a business you should know which one in your sales team is putting in efforts to convert the lead to opportunity and further close the deal.  The following steps will he...more

Opportunities App allows you to provide access to the users who are deputed to schedule the followup  an opportunity. The users who have privilege for scheduling a follow up to an oppo...more

The homepage is the page that is displayed first whenever you log into the Opportunities App. Apptivo CRM software allows you to customize the view of the homepage, according to your re...more

Custom views allows you to create new views. This done by defining the required criteria. The custom views created by the user will be listed in the left panel views of Opportunities Ap...more

The table column width is one of the field properties found in Master Layout. This feature is used to set a predefined width of a column. Steps to Set Table Column Width for Fields Log ...more

Opportunities App allows you to provide access to the users to select preferred columns on opportunity column fields. The users who have privilege for selecting preferred columns, can u...more

In Opportunities App, you can maintain all information relating to your opportunity in the cloud. Later, if necessary you can attach files or documents related to the opportunity record...more

In most cases, a deal takes time to close. So its highly recommend to add a projected close date while creating an opportunity. This way, your opportunity will get projected during the ...more

Opportunities App allows you to provide access to the users who are deputed to create an opportunity in opportunities app. The users who have privilege for create feature can access the...more

Shared views are the views shared by the team members working together. In order to access "Shared Views" menu in Opportunities App home dashboard, you need to configure “Views” set...more

The word “Kanban” literally means “a card you can see”. Kanban View is a feature of Opportunities App and it provides you a bird's eye view of all the opportunities based on the...more

Yes, your employees can now create their own Tags without accessing the Settings. Tags are created as Labels to group the records using relevant tags. You can fetch the contacts based o...more

Monthly Recurring Revenue, also known as MRR, is the most important metric for all business. The Monthly Recurring Revenue (MRR) Report measures the predictable and recurring revenue a ...more

Performance Dashboard helps you to analyze the achievements of your Sales Executives using a graphical representation, bringing in a major impact. The same is supported in the Opportuni...more

Monthly report of the opportunities in your sales pipeline will give the user an idea about how many deals that he have to close, how many he has already closed and how many he has lost...more

The following steps will guide you to generate the report of the opportunities in you have been assigned to. The report generated can also be saved in a CSV file for further analysis. S...more

Opportunities App allows the user to not only create custom fields but also protect or hide them. once you hide them it cannot be viewed until you give access to your team members. You ...more

Opportunities App allows the user to customize the system messages. This includes the messages and alerts such as confirmations, creation et al. Opportunities App allows you to edit the...more

Triggers allows you to perform automated actions like triggering an email or updating an attribute based on a specific criteria. Opportunities App allows you to set triggers on Event ba...more

The Export feature in the Opportunities App allows you to export the opportunities data. That is you can create a backup of all your opportunity data in a spreadsheet (in CSV format). T...more

Apptivo allows you to create custom fields in all its applications. Moreover, it also allows you to share the custom fields that you have created across all the objects. This includes a...more

Opportunities App allows you to provide access to the users who are deputed to import opportunities from opportunities app. The users who have been given privilege permission for import...more

If you haven’t read about converting leads yet, please go through our Answers sections to understand how to convert leads. The sales process work in three phases. Lead Opportunity Ord...more

More icon is a prominent feature in Apptivo CRM. You can find it in upper right side of any applications associated with the CRM. On clicking on the "More icon", you will come across a ...more

Opportunities App allows you to provide access for the users who are deputed to export opportunities from opportunities app. The users who have been  given privilege for export feature...more

Opportunities App allows you to select sales stage while creating opportunity. It also allows you to create new opportunity by using "Add New" option. That is you can customize the sale...more

Opportunities App allows you to create Notes for probability override. When the probability value is changed for an Opportunity the user can create a Note to keep track of the reasons o...more

One important aspect of a CRM is the process of identification of business opportunities and to effectively track those business opportunities. Apptivo Sales Cycle Management encompasse...more

Views are the filters that are easily accessible in the left navigation menu. Views can be configured and set as per your requirements in the left side navigation of the opportunities d...more

 This feature allows you to customize your opportunities fields as a section as per your requirement. You can easily access your preferred section quickly to save your custom views. Yo...more

The delete privilege is not given to everyone. Its usually given to only the most trusted employees of an organization.  Opportunities App allows you to provide access to the users who...more

Follow up is a process of monitoring the existing opportunities in future date. Follow up schedule needs to be maintained in order to keep track of potential opportunities.Lets go throu...more

This is a prominent feature of Apptivo Opportunities App and a much needed one too if you wish to expand your business across the globe. For those small business owners who already have...more

Opportunities App allows you to create new type in the opportunities information section while creating an opportunity record. Either you can select from the existing type or else new t...more

Opportunity is  associated with revenue. That is when a lead is converted into a contact and further in an account, it simply means that you have uncovered some kind of revenue that go...more

The Event Based Triggers in the Opportunities App are generally used when the user has to execute an action after the occurrence of a specific event. In Opportunities App, the trigger c...more

Triggers allow you to perform automated actions like triggering an email or updating an attribute based on a particular criterion. Apptivo CRM Apps allows you to set three types of trig...more

Reports are an integral part of any CRM. They give an insight into how well the sales personnel is handling the opportunities. There are different types of reports that you can generate...more

The user can get the graphical representation of the  Opportunities data. The feature allows you to customize the Graph performance. Lets walk through the following steps to understand...more

Apptivo Opportunities App helps in checking all your potential customers, giving you the ability to view all your opportunities data in graphical representation. Apptivo Opportunity Pip...more

Apptivo Work Orders coordinates and schedules resources and activities, specifying what has to be worked on. It can be of any type like repair works or preventive maintenance. A work or...more

Opportunities App allows you to view Reports as per your requirement. You can view the Opportunities Won by Month and also by sales representative using "Opportunities Won by Month / Sa...more

The opportunity is the second phase of the sales stage. This is the phase after Lead. It's the opportunity that is converted to an Order once a deal has been finalized. This Opportuniti...more

You can view the roles and privileges of all applications in Employees App. This allows you to manage roles and privileges of each app. Log in and access Employees App and Click on “M...more

Sales Funnel A sales funnel is also known as the purchase or revenue funnel of your company. Its a part of a sales process and sales teams responsibility to work on. A sales funnel is d...more

Opportunities App allows you to view all your opportunities along with their sales stages and statuses. Apptivo gives you the ability to hide the opportunities of a particular sales s...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

Counter Attribute in Opportunities App allows you to prefix your opportunities with specific numbers. The counter attribute section allows you to create opportunities with unique number...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

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

You are aware of Views in Apptivo. These views filter a set of objects or fields with specific criteria. Be it a Standard View or Custom View, you can add the Summary boxes to the Apps....more

The Email/Message Templates are pre-defined message formats that you can send to your contacts. You can design an email template, to make your email look standardized rather than sendin...more

By default the opportunities home page contain several quick links that guides you to different apps. You can also add your own quick links by customizing the settings. Lets go through ...more

You can view the disabled closed won opportunities using following options: Advanced Search Saved views(My Views) By Sales Stage left menu Dashboards Closed Won Opportunities Using Adva...more

At times for the purpose analysis, you may need to create duplicate copy of an opportunity record. You can not only create a duplicate copy of the existing records but also set access p...more

“Items of Interest” feature is designed for companies who are selling a physical product. This tab will allow you to add items from your product database that a lead/opportunity is ...more

 Views are  filtering options used for showing specific records based on a certain criteria. There are a  few default views provided in the Opportunities App found in the left naviga...more

This setting allows you to select an app you would like to show when viewing 360 tabs on your opportunities applications. This is an important feature of Apptivo CRM that allows the use...more

Opportunities app allows the user to give space between two fields(columns). The spacing between two fields can set using the Spacer attribute in the master layout. The following steps ...more

Opportunities app allows the user to filter the data to generate opportunity report using the functionality Opportunities by Type.  This option is available on the left navigation pane...more

Master Layout allows you to link Opportunities app with other apps. Ref Apps are unique field types, they can be combined with Ref App Fields from the reference app. You need to create ...more

You can create marketing campaigns if you want to move your old stock or festive season campaigns to attract new as well as the old customers. In brief, if you have a well strategized c...more

Opportunities app has many default standard reports. You can view the opportunities created for a specified period using the report option called "Opportunities Listing". This option wi...more

Opportunities app has many standard reports. You can view all the activities associated with the opportunities assigned to your team or you using report option called "Opportunities Act...more

You can view the associated objects in "360 degree" tab. Consider a lead is qualified and it has been subsequently converted as a contact, customer and opportunity. Therefore all the th...more

The Reference field created can be used as one of the Trigger to Attribute in Send Email Actions of the Triggers creation. The master layout allows you to associates with other apps. Th...more

A sales pipeline consists of the total number of opportunities as well as the close date of each opportunity. The 12 months pipeline chart delivers the fundamental information of the op...more

Ref App field is a special attribute which is used to link a custom field with the reference app field. Opportunities app master layout allows to use the values from the fields found in...more

Customize App provides common features for all apps. These are like business attributes which allows you to customize your business apps with the custom fields. They can be quickly and ...more

Quick links or Quicklinks are unstructured links that are placed in a prominent place on a web page. The number of links depends on the number of features your application has. The adva...more

In the Opportunities App Settings, the action level security allows you to enable/disable features. It also provides access to the users who are given privilege to perform the required ...more

Opportunities App allows you to provide access to the users who have deputed to email an opportunity. The users who have privilege for mailing the opportunity, can use the “Email” ...more

Loss reasons are the notes that is entered by the user based on the feedback of the customers. Opportunities App allows you to customize the values of the field Loss Reasons. This is an...more

The Amount field in Opportunities app can be customized.  The user has two optionsEntered Manually (The value will be entered manually by the user) Rolled up from the items (The amount...more

Opportunities App allows you to keep track of sales opportunities and also keep your strategies organized to close deals. The opportunity is the second phase of the sales stage, being c...more

Opportunities App has several groups of customize settings, using which the Opportunities App can be customized accordingly. The “Dashboard” function allows you to customize the Das...more

You need to Configure “Currencies” in Business Settings. In order to enable the multi-currency option for your opportunities. Steps to Configure Multiple currencies in Opportunities...more

Opportunities app allows you to convert your opportunities toOrders Estimate Invoices Projects You can also disable the options to be displayed in the opportunity overview page.Steps to...more

The process of evaluating the future sales of an enterprise is known as sales forecasting. An accurate sales forecast enables a company to create informed strategies, decisions to ensur...more

Opportunities App helps you to maintain the details of all your potential opportunities. You can create and customize opportunities using the sales stage. Follow the steps below. Here y...more

Market Segmentation is the process of classifying your customers based on the market they belong to. To know more about market segmentation, its recommended that you visit wikipedia. Op...more

Opportunities App helps you to store the details of all your potential opportunities. You can create and customize opportunities with the criteria sales stage. That is you can filter an...more

Opportunities App allows you to keep track of sales opportunities. Using this app you can strategize ways to close deals. The opportunity is the second phase of the sales stage, i.e it ...more

Apptivo Intelligence Dashboards allows you to present your business information, attaining a new perspective, and share it with employees and teams. You can create such dashboards using...more

You all would be aware of the Data Level Access in Apptivo, which restricts access to required individuals so that the records assigned to them alone can be accessed and worked upon. Da...more

Opportunities app allows you to generate the reports based on your requirement. There a re a few some standard formats to generate reports available in Opportunities app. Opportunities ...more

Opportunities can be created manually in two ways. They are Opportunities creation page Import opportunities Opportunities app allows you to import opportunities from an external sourc...more

You can create opportunities and those opportunities can be added to a target list  to make things easier. The following steps will tell you how to added your list of opportunities to ...more

When a sales representative fails to close an opportunity or loses a deal, his organization or sales managers will invariably want to know the reasons.  Opportunities App have a promin...more

Tags are labels attached to the Opportunities app, helping you to organize the opportunities in a personalized way. It allows you to create multiple tags from the creation page and also...more

Opportunities app allow you to maintain the list of potential business opportunities related to your enterprise. You can also customize markets for those Opportunities. This is a type o...more

Opportunities App maintains the list of all potential business opportunities. You can also create an opportunity and also update the status of the opportunity as and when needed. Lets g...more

Opportunities Collaboration setting allows you to view common features available in apps such asnews feed calendar follow ups tasks call logs emails notes documents You can also give p...more

In Opportunities app, reports can be used to view/export the activities of opportunities of a specific user. There is an option to customize the report by enabling/disabling it. Also th...more

Opportunities App allows you to keep track of sales opportunities, strategize,  and organize your efforts to close the deals. The opportunity is the second phase of the sales stage. Th...more

One of the biggest hurdle that is faced by many small business while dealing with B2B customers is the losing contact with the "influencers" in the purchasing organization. Therefore, i...more

A sales opportunity is the qualified prospect who has a good chance of becoming a potential customer. While a sales lead is an unqualified sales opportunity. When you convert a lead in ...more

The word “Kanban” literally means “a card you can see”. It's one of the prominent features of Apptivo CRM. In the Opportunities App,  the Kanban View provides you a bird's eye ...more

There are times when a contact will skip the sales process and become an opportunity. Similarly, if a customer wants to buying something else above what he has already purchased. It bec...more

An opportunity is a potential future sale and is the lifeblood of every sales funnel. A lead is first converted into an Account, Contact and the final stage where the prospects agrees t...more

Opportunities is the second phase of the sales stage. This is stage that comes when a lead is converted, and it can be converted to an order, once the deal is reached. There will be ti...more

Opportunities App allows the user to view the the opportunities by Market. When you click on the By Market option on the left navigation bar, it will display a list of Market that you h...more

You can collect opportunities when a potential customer emails you. You can use his email ids or aliases to receive future emails from him. The potential customer would be communicating...more

Opportunities App has several groups of configuration settings that allows you to adjust the way you want the app to function. One among those functions is "Communication." This feature...more

You can view all your recently created opportunities in Apptivo Opportunities App. It can be viewed in  the "Recently created" tab on the left navigation panel. It functions as a filte...more

Loss Analysis report displays a total number of opportunities lost, top reason for “Closed Lost,” and top employee for losses occurred. Every bar graph navigation has a drill down f...more

Opportunities App allows the user to rename app. This makes it easier for the user to identify the application through the user interface (UI) navigation bar.  Apptivo allows the custo...more

Before you view the opportunties in your account "By Territory", you need to customize the  “Views” settings. Viewing opportunities by territory will give you an idea about the tot...more

Using the option "By Queue" you can view the Opportunities assigned to your to your team. If you are the owner of the enterprise, you can view the opportunities of all the employees. Le...more

Value dependency is one of the field properties in Master Layout. This feature allows you to define the condition to show or hide the particular field’s value. By default, the values ...more

Opportunities app integrate with Orders app, Customers app, Leads app, Projects app and Employees app. Learn more about the opportunities app by clicking on Opportunities app quick st...more

Tags help you organize your opportunities into groups such as Red companions, Blue bells etc. You can add multiple tags to your opportunity. When you create an opportunity you can apply...more

Opportunities App settings are provided with meaningful defaults. You can customize them according to your requirements by configuring the application. Steps to Customize the Opportuni...more

Opportunity is a potential future sale and lifeblood of every sales funnel. Contacts App allows you to add opportunities to the contacts. It will help you to quickly view the Opportunit...more

Opportunities App conversion feature allows you to convert an opportunity into a project. Note: If the opportunity is in  "Closed Won" stage it won't let you convert as it has been mar...more

Apptivo Opportunities App allows the user to customize the opportunity types as per the business requirements. Its simple to create. The following steps will make it clearer.Steps to Cr...more

A sales territory defines the geographical region in which your potential opportunities reside in. It may be based on city, regions and countries. Steps to Configure Sales Territories i...more

Label visibility is one of the field properties in Master Layout. This feature allows you to hide the label of the field on the create and view page of the Opportunities App. By default...more

Visibility dependency is one of the field properties in Master Layout. This feature allows you to define the condition to show or hide the particular field. By default, the Visibility s...more

An opportunity is the second step of the sales process. If you are a smart salesperson you should be able to convert the opportunity into a customer.  Apptivo Opportunities App allows ...more

You either create opportunity records manually or imported them from the CSV file into your Opportunities App. Opportunities App allows you to view all your opportunities in "All Opport...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 lea...more

A quick way to add a label to a leads to help you easily identify the leads is known as tagging. Apptivo Leads App allows the user to associate leads with relevant tags. The main use of...more

Opportunities App allows you to easily keep track sales opportunities, strategize as well as organize your efforts to close deals. The opportunity is the second phase of the sales stage...more

Opportunities App allows you to easily keep track sales opportunities and organize your efforts to close deals. The opportunity phase is the second phase of the sales stage, being conve...more

Opportunity is simply a potential future sales and it goes without saying that it is the main ingredient of every sales funnel. A salesperson would also be aware that it is always assoc...more

Opportunities app maintains the list of all potential business opportunities. You can also create an opportunity and also update the status of the opportunity as  and when needed. Step...more

A prominent online business dictionary, 'businessdictionary.com', competitor is defined as " Any person or entity which is a rival against another. In business, a company in the same in...more

There are four notification in Apptivo Opportunities App. They are listed below.News Feed All events in Opportunities App will be displayed. You can stop displaying them by clicking "To...more

A performance chart showcases team performance as well as individual performance. This chart is tightly integrated with the data found in the Sales Planning App. How it works? One graph...more