How do I create conversion in Custom apps?

Updated on November 2, 2020 05:53AM by Admin

Apptivo helps you to associate with all the other apps. You can perform the conversion by associating apps according to your needs. Custom App helps you to create Custom Conversion by letting you associate with any other apps in Apptivo.

Steps to Configure

  • Log in and access your Custom created app.
  • Here, consider the custom app is named Business Contacts.
  • Click on the More(...) icon and select the Settings.
Custom App

  • From the Settings, go to Work Flow → Conversion.
  • You will be directed to the custom conversion page and click on the Create button.
Conversion

  • You will get the Create Conversion popup.
  • Choose the App from the drop-down list to which you wish to convert.
  • Here we have selected the Leads app.
Create Conversion

  • Once you select the app to which you wish to convert the conversion will get created. If you enable Allow conversion multiple times, you can perform any number of conversion as possible. If you disable the Allow conversion multiple times, then you can perform conversion only once.
Multiple Times

  • The custom conversion will get created and click on the Mapping.
Created

  • You will be directed to the Leads Mapping Fields. Here, you can select the attributes that you wish to convert to the Lead.
  • First associate the activities that you wish to map with the Leads app.
  • Then, click on the update button to update the changes.
Mapping

  • Now, open the Business Contact record to which you need to perform the conversion. Here, you can see the Convert button situated towards the right side of your page and click on convert → To Leads.
Convert

  • You will be directed to the Leads app and you can see the attributes mapped.

Create Leads