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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.
- You can get the view of the Overview page.
- You can also do an advanced search for the leads.
- Click on the “More Options(...)” in the search results screen.
- You can get the Overview Page of the Lead.
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