Questions by Category: "Opportunities"

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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