How do I add the Sales Planning App in Apptivo?

• Connect to your Apptivo account and select the App Store from the top right.

• You will be redirected to the App Store of Apptivo. Select the CRM option from the App Categories.

• In the CRM section, navigate to the Sales Planning App.

• On selecting Add App, the App is added to your account.

• Navigate to your Apptivo home page and select CRM from the Global Header. The Sales Planning App is listed in the drop-down.
• Select it to have access to the Sales Planning App.

• You will land in the Sales Planning App.

Note: In order to plan your sales, you have to create at least one Opportunity. Also, Sales Planning app is available only in the Ultimate and Enterprise plans of Apptivo.