Questions by Category: "Opportunities app"

The Charts of Apptivo provide users with the statistics of their opportunities by the simple process. This summary table is designed with multiple advanced features. Apptivo has provide...more

Follow up is a process of monitoring the existing opportunities at a future date. Follow-up schedules need to be maintained in order to keep track of potential opportunities. You can ed...more

In the Opportunities app of Apptivo, you can configure today’s date to be displayed automatically in a particular date field while creating new deals. This is achieved through the Mas...more

The Opportunities app of Apptivo allows businesses to easily perform a single action on multiple records using the Bulk Actions option in any view. This Bulk Action can be customized fr...more

You can utilize the Summary Boxes feature in the Opportunities app of Apptivo to add the summary of Count, Sum, and the Average of the data based on the conditions as per your business ...more

Apptivo allows you to schedule the reports that are saved as views, group listing reports, and saved searches where you can get the reports through email, along with the summary values ...more

In Opportunities App settings, Actions allow providing access to the users who are deputed to certain privileged actions. The users are given access to the application as well as a priv...more

Apptivo allows you to create your own accounting calendar as per your business guidelines. Maintaining your own accounting calendar defines the beginning and end of the fiscal year of y...more

A dashboard's objective is to provide you with the information you need at a glance. As a result, data is presented in the form of Charts and Summary tables. A summary table allows you ...more

The Schedule Report feature of Apptivo provides you the ability to schedule the views and saved searches reports based on the configuration that you’ve given. By using this feature, t...more

The charts are visuals that show relationships between data and are intended to display the data in a way that is easy to understand and remember. A dashboard is a visual display of all...more

The Opportunities app of Apptivo allows you to manage all the opportunities in a single cloud system. You can add territory information to your opportunities while creating them. You ca...more

The Opportunities app of Apptivo allows you to schedule the group listing reports. By using this feature you can send the group listing reports to your employees, teams, or contacts as ...more