Questions by Category: "Targets"

By customizing the Targets List Layouts you can view the fields of your preferred choice in the table format. The Targets List Layouts are used for displaying client particular informat...more

Apptivo has many advanced features which are disabled by default, to keep our app simple. Enable a feature here, and it will become instantly visible in all objects within this app. In ...more

The targets app allows you to create dynamic target lists, by defining the desired criteria. Based on the criteria defined in the particular objects (Employees, Leads, Contacts, Custome...more

You can move one or more contacts to target list in two ways: access targets app access contacts app Here we look at how to add contacts though Contacts App. Access Contacts app Log i...more

Apptivo Targets App has several configuration settings that allow you to adjust the way the app functions. Customizing the data level access in the Targets App enables you to restrict ...more

The homepage is the one which gets displayed first when the Targets App is accessed. By default, the “Targets Home” will be loaded when the targets app is accessed. This can be cust...more

First, you need to configure “Views” settings in order to display “Shared Views” in Targets App home dashboard. The custom views shared by other users of your business can be vi...more

The Useful Links in the Targets App are nothing but a list of the following, found in the left navigation panel: Manage Employees - This will redirect you to the Employees App, in a sin...more

The Time Based Triggers in the Targets App are utilized, when we have to execute a work process at certain situations based on time. Here, the frequency of execution can be set as “On...more

The 360° View gives you an overview of everything (contacts, customers, employees, leads, targets) that is associated with that target list. From here, you can also add or create objec...more

The Event Based Triggers in the Targets App are utilized, when we have to execute an action after the occurrence of a certain event. Here, the trigger can be set for the events like Tar...more

Views are the filters that are easily accessible in the left navigation menu. Views can be configured and set as per your needs in the left side navigation of the targets dashboard. Ste...more

A custom view is a feature that allows you to search & filter a list of targets, then select the columns you want and save a shortcut for later. This view feature is standard, but t...more

By default, quick links in the targets home page contain several links which guide you to different apps. You can also add your own quick links by customizing settings. For instance, if...more

Targets App allows us to rename the app, which is used to identify the application through the UI navigation. It can be customized according to your business requirements anytime easily...more

The Custom attributes are nothing but the fields which are in unique on your Targets App which can be created, modified and customized. You will also find your attributes of different d...more

You may want to move a few qualified leads to target list, for the sales team to look into the same. You can add leads to target list in Apptivo Leads App in two ways.Access Targets App...more

Email communication is a widely used form of business interaction. These emails can be effectively sent using the Email Templates. Email Templates are pre-organized message formats that...more

You can add contacts to target list in two ways: either access targets app or access contacts app. Steps to Access Targets App to Add Contacts Log in and add Targets App from your unive...more

You can add leads to target list in two ways: either access Targets App or access Leads App. Steps to Access Targets App to Add Leads Log in and access Targets App from your universal n...more

Tags are nothing but labels with one or two words, which will associate with most of the target records, to organize the data in a personalized way. It allows the user to group records ...more

Targets app allows you to create targets, where you can mention the target of that particular project. Steps to Create Targets in Target List Log in and access Targets App from your uni...more

You can customize reports settings in order to hide or show your reports. You can also give privileges to your employee in order to access reports from their account. Steps to Customize...more

Customizing collaboration in targets app makes various customization like “Show or Hide” and collaboration security. This will secure the common activities tabs in each object based...more

Triggers allows you to perform automated actions like triggering an email or updating an attribute based on a particular criteria. The Targets App allows you to set triggers on Event ba...more

Steps to Add Distributor to Target List Log in and access Distributors app from your universal navigation menu bar. Click “By Directory” and select “All” from the left navigatio...more

Steps to Add Customers in Targets List Log in and access Targets App from your universal navigation menu bar. Click on “ Show All” from the left navigation panel. You can view all t...more

Targets app has many default standard reports. You can generate reports as per your requirement. Search your requirement and save it as report.  Steps to Generate Reports Log in and ac...more

In Targets app, Directory helps you to view the particular target using alphabets or to view all targets with the help of "All" option which is located at the top of the directory. At f...more

Target tags help you organize your target list into groups and also allows you to view the list of targets by a particular tag.Tags are nothing but labels with one or two words, which w...more

Targets App settings are provided with meaningful defaults. You can customize them according to your requirements by configuring the application. Steps to Configure your Targets App Log...more

Targets app allows you to create targets inside the targets list, where you can mention the target of that particular project. Steps to Create a Target List Log in and access Targets Ap...more

Targets App allows you to delete the created targets using delete option provided near it. Steps to Delete a Target List Log in and access Targets App from your universal navigation men...more

Targets App allows you to perform simple and advanced searches. Simple Search Simple search allows you to search using a single search field located in the header bar. Simple search tak...more

Targets list is a list in which you can add something that you are trying to do or achieve. Steps to Edit a Target List Log in and access Targets App from your universal navigation menu...more

Targets App Integration Targets App integrates with Campaigns, Promotions, Customers and Contacts App. Create Target Lists with targets from Contacts, and Leads, along with regular Targ...more

News Feed By default each and every event will be displayed in news feed on the target's’ home dashboard. This significant feature is common in every app. You can stop displaying them...more

Steps to View All Targets Log in and access Targets App from your universal navigation menu bar. Click on ”Show All” button in the dashboard and view all the target list. You can vi...more