Unanswered Questions

On successful configuration, two new groups will appear inside of each user’s Google account:   Apptivo [Company Name] Contacts Apptivo [Company Name] Employees All conta...more

Having your emails sync between your G Suite account and Apptivo is great, but wouldn’t it be awesome if you could import all your old emails too in a flash? Yes. This feature allows ...more

Test update...more

Consider you are running a business where you negotiate between vacation rentals and vacationers, helping them find the right place to stay. With Apptivo, you can now give your customer...more

Is it time to upgrade your plan?     You've worked hard for your success. We'll work harder for you!   When you sign up to Apptivo, you'll be initially given a 30-da...more

Maintaining calls and having a centralized contact center is an integral part of most of the enterprises nowadays. Yet many organizations oversee it sometimes, but Apptivo keeps expandi...more

With Apptivo - G Suite Calendar integration you can view your Google events and appointments directly inside Apptivo app.    To integrate Apptivo and G Suite Calendar, Log in...more

Creating your own estimate gives you a lot of room to incorporate our business’ needs and ideas into the design. Adding the logo to your estimates, though not necessary, is a very com...more

Google Mail - Apptivo integration allows you to read and reply to all your emails received in Gmail directly from Apptivo app. This helps you manage all the business activities and comm...more

By syncing leads between apps, you can create automatic workflows in which leads, converted leads and contacts are duly differentiated for marketing and sales purposes.   To sync l...more

Before you can convert a customer into contact, you have to enable the feature in the Customer app settings.    Note:    This feature is available only to paid plan ...more

Apptivo Projects App can be 100% customized and many of you would have definitely come across the situation where you would require to link the Projects App with any other app and have ...more

Creating your own invoice gives you a lot of room to incorporate our business’ needs and ideas into the design. Adding the logo to your invoices, though not necessary, is a very commo...more

As you all know, Apptivo provides all its users with abilities to create Custom Formulas with Function Attributes. We have enhanced the Function Attribute with Advanced Formula Function...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