Questions by Category: "Opportunities"

In most cases, a deal takes time to close. So, it’s highly recommended to add a projected close date while creating an opportunity. This way, your opportunity will get projected durin...more

The Link attribute helps you to add the links as per your business needs. Every app of Apptivo makes use of the Link attribute and this attribute can be configured in the Master layout ...more

Opportunities app of Apptivo allows you to automatically associate the emails or any other activities of other applications in the Opportunities app. Specifically, you can auto associat...more

Apptivo’s Opportunities app allows you to generate the group listing reports based on the customer groups. It helps to create group records associated with the other apps of Apptivo. ...more

Apptivo apps allow you to create a Pie chart in the Intelligence Dashboards. Steps to Create a Pie Chart Login and access the Opportunities app from the universal menu. Click on the Mor...more

The Performance Dashboard of Opportunities App helps to get timely information on the opportunities’ amount of all the employees. However, this helps you to track the performance of t...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

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

Email sequences are used to automate the emails to send a series of targeted, timed emails to nurture prospects over time. And following up regularly with emails, you eventually have a ...more

Apptivo’s Opportunities app helps in creating and managing all your potential opportunities in a single place. It allows you to track the opportunities based on their territories. It ...more

Opportunities app allows you to convert your opportunities toOrders Estimate Invoices Projects Steps to Configure Conversion in Opportunities Log in and access the Opportunities app fro...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

A sales opportunity is a qualified prospect who has a good chance of becoming a potential customer. When you convert a lead in Apptivo CRM, the system takes you through the various stag...more

You can create Opportunities individually or you can import the list of opportunities through imports with a CSV spreadsheet file. Steps to Upload Opportunities from a CSV File Log in a...more