Distributors App from Apptivo allows you to add the Leads lists depending on the location of the distributors handling areas. With that, you can create the Projects that are associate with the Distributor inside the Distributor app itself.
Let's consider, creating a Project for a distributor from Distributors App.
Steps to follow
- Login and access the Distributors App from the Universal Menu.
- Select the distributor from the List. Click on the More Details.
- Click on the 360° tab from the Distributor Overview Page.
- From the 360° view dropdown, select the Projects App.
- Click on the Create Button.
- Create Projects side panel will open. Fill the Mandatory fields to create projects.
- Then, click on the Create button at the bottom right corner.
- The project will get created and you can view the created Project in the list.
- By clicking on the More Details icon, you will be redirected to the Projects Overview page in the Projects App.
- You can view the Project Overview page in the Projects App.
