Questions by Category: "Opportunities"

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

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

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 ...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

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

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 ...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

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

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 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

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

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

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

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