How can I navigate to Overview Page in Apptivo?

Updated on September 8, 2019 11:56pm by Admin

The Overview page gives a complete overview of the records. The default screen that comes up once a record is accessed will be the overview page of the specific record. The overview page is present in all the Apptivo apps.

For Instance: Let us consider the Leads App. Say, for example, if you are a Team’s Leader and would like to know the information of all the leads that are created by the team members.

Steps to view the overview page

  • Login in to your Apptivo account and access Leads app from the universal navigation bar.
  • Choose a lead which you want to take a look at by clicking on “More Options(...)” in the “Show All” page.

Show All


  • You can get the view of the Overview page.

Overview page by Show All


  • You can also do an advanced search for the leads.

Advanced Search


  • Click on the “More Options(...)” in the search results screen.

Results


  • You can get the Overview Page of the Lead.


Overview page