How do I enable the email sequence dashboard in the Opportunities App?

Updated on August 26, 2020 05:50AM by Admin

The Opportunities App of Apptivo offers a distinct tab to display the email sequence dashboard in each opportunity’s overview page. Let’s walk through the steps to enable this feature.

  • Select Settings from the App Header of the Opportunities App.
Opportunities App

  • On the Settings page, select Security → Actions.
Settings

  • Enable the toggle for the Email Sequence Dashboard. You can also make use of the privileges option to provide access only to selected employees.
Enabled Toggle

  • The Email Sequence Dashboard tab will be available on the overview page of the Opportunities.
Overview