Questions by Category: "Opportunities app"

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

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

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

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

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

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

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

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

Email Templates allows you to setup pre-defined messages. These are customized email messages that you can send to your Opportunities. You can customize your own Email Templates in the ...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

Opportunities app has many default standard reports. You can able to create the reports as per your requirement using reports option. Steps to Generate Reports in Opportunities App Log ...more

Opportunities app helps you to maintain the details of all your potential opportunity. If satisfied with your product/services a opportunity will be converted into to a customer. Also y...more

You can add opportunities which are related to the distributors. You can also create a new opportunity and add it to the distributor. Steps to Add Opportunities in Distributors Log in a...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

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

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