Questions by Category: "Territory management"

Territory Management App in Apptivo CRM helps you to create territories for the Customers, Contacts based on their workplace. It may also include the regions of a particular Country or ...more

The Territory Management App of Apptivo allows you to create your territories and strategize your sales according to the geographic location to achieve the desired purpose. Before makin...more

In the CRM section in Apptivo, select Territory Management App. In the Territory Management App, select Create from the left panel. On selecting create, the Create Territory page will...more

Quick Links may contain multiple links where a user can use often enabling him to access fastly. The Quick Links consists of two types as listed below: Link - The created Quick Link wil...more

Go to the “Territory Management App” from the universal navigation toolbar. Click on “More(...)” and select “Settings” from the App Header. Once the “Settings” button i...more

There are two types of tags available in the Territory Management App. App Tag - These tags are accessible only in the Territory Management App. Global Tag - These tags are available ac...more

Store the detailed information about your contacts in the Contacts App of Apptivo. Territories are something that defines the geographical location of your clients so that you could foc...more

Managing the territories of your customers is one of the most important aspects of running a business. Territory management allows you to focus on the territories of your business and h...more

Go to the CRM section in Apptivo and select Territory Management App. In the Territory Management App, select Settings from the App Header. You will be redirected to the Settings page...more