Apptivo’s Add-in in Outlook enables you to perform a number of actions from your Outlook page. This includes creating an opportunity and storing them in your Apptivo’s Opportunities App.
- In your Outlook account, select an email to view the email information. Here, select the More Actions icon.
- Select Apptivo for Outlook option in the More Actions dropdown.
- The Apptivo for Outlook side panel comes into view.
- Here, log in with your Apptivo account’s credentials or create a new account.
- Once logged in, the selected email address will be scanned in the Apptivo system.
- If the email address already exists, you will be redirected to the email address’s profile in the Contacts App. Select the Home icon to go to the home page.
- If the email address does not exist, you will be redirected to the home page. To create an opportunity, select the Opportunities option.
- In the Create Opportunity page, add the information related to your opportunity.
- Here, you can enter all the information related to your opportunity like the name, close date, sales stage, probability, contact, and other crucial details.
- Here, you can associate the desired contact and customer as well.
- On clicking create, a new opportunity is created.
- To view the opportunity in Apptivo, select View in Apptivo. You will be redirected to the opportunity’s overview page in the Opportunities App of Apptivo.
