Questions by Category: "Opportunities app"

Opportunities app allows you to print each opportunity information using the print PDF option on the overview page. You can set your own criteria to view the print PDF option. Let’s g...more

The Apptivo Opportunities App is a versatile tool for managing all business-related, offering information to enhance your conversion prospects. With Apptivo, you can easily generate PDF...more

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

Help texts assist you in explaining how to use the fields accessible on the create/overview page. This will make it easier for staff to fill out the data while capturing it. This featur...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

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 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

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

Apptivo allows you to print opportunities using the Print/Web Layout feature, which allows you to create and print opportunity layouts in PDF format. Within the application, you can acc...more

Imagine you're analyzing a complex set of financial performance charts. To unveil the data of the charts, simply click the "Show Data Table" icon to view the records beneath the chart. ...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 schedule the group listing reports. By using this feature you can send the group listing reports to your employees, teams, or contacts as ...more