How do I Customize the Leads App?

Updated on June 7, 2017 07:20PM by Admin

When you given an account in Apptivo CRM, you can customize the same to suit your work style. Consider  that you are the part of the sales team and have been given certain access privileges. It would be easier to work with the leads app if you can customize your Lead Apps.

Apptivo Leads App has several groups of configuration settings that allow you to adjust the way the app functions. To configure your Leads App follow the steps given below.

  1. Log in and access Leads App from your universal navigation menu bar.
  2. Click on “More” icon and select “Settings”  located at the app header bar.

You will view group of configurations on the left, now we'll go through each one with their actual values and adjust the actual values on the right: