Why would I want to relate a project to a sales opportunity?

Posted on 11:17 am, April 18, 2012 by kdevarakonda


The Question: I noticed there is a tab on my opportunities that allows me to associate a project. Why would I want to associate a project to an opportunity, when a project indicates a deal has already closed and we are fulfilling the order? The Answer: While your assumption was quite correct in most cases,…

Read more »

What are Items of Interest in the Opportunities App?

Posted on 11:15 am, April 18, 2012 by kdevarakonda


The Question: I am using the Apptivo CRM apps for my sales process, and noticed the “Items of Interest” tab is present for viewing one of my opportunities. What is this tab for, and how can I use it? The Answer: The “Items of Interest” feature is designed for companies who are selling a physical…

Read more »

What happens when I convert a lead, why should I use this feature?

Posted on 11:14 am, April 18, 2012 by kdevarakonda


The Question: I have been managing my leads using Apptivo, and I just noticed the “Convert” button. What does converting a lead do, is this a feature I need? The Answer: Lead conversion is actually a major component of the Apptivo CRM applications.  A lead is just the first stage of the sales process, and…

Read more »

How much information do I need to create a sales lead?

Posted on 11:12 am, April 18, 2012 by kdevarakonda


The Question: I actively purchase lists of leads from information providers, but only receive minimal data on each lead (name, number, and sometimes company/address). Is this sales lead information enough to create a new sales lead? If not, what else lead details do I need? The Answer: A name and number are plenty enough in…

Read more »

How much customization can I do with the Leads App?

Posted on 11:11 am, April 18, 2012 by kdevarakonda


The Question: I’ve started using the Leads App, but I haven’t done any sort of configuration. Could someone explain how to configure the app, and what might help me manage my leads better? Any help is appreciated! The Answer: The leads app has several groups of configuration settings that allow you to adjust the way…

Read more »

What is a good configuration for the Customers App?

Posted on 11:10 am, April 18, 2012 by kdevarakonda


The Question: I’m just getting started, and understand that uploading customers is one of the first tasks I need to take care of. Before I start entering all of my customers, I would like to make sure the app is configured well. Could somebody please explain the various configuration options, and how to work with…

Read more »

What information do I provide when Creating a New Project?

Posted on 11:08 am, April 18, 2012 by kdevarakonda


The Question: I am a prospective customer, and would like to understand how easy it is to make projects. My business creates many small projects every day, and I’m looking for software that will give us organization, but don’t want to be bogged down by process. The Answer: It sounds like Apptivo would be a…

Read more »

How do I customize the projects app for my company?

Posted on 11:07 am, April 18, 2012 by kdevarakonda


The Question: I am a project manager at a medium sized firm, and I’m interested in using the projects app for managing our projects. What options do I have to customize this app, what should I change before we start entering projects? The Answer: The projects app has several groups of configuration settings that allow…

Read more »

Can I import contacts from my existing email account?

Posted on 11:06 am, April 18, 2012 by kdevarakonda

Though there are many sources of business prospects, email being the widespread business communication is the most primary source. And bringing them into your system is the most essential and challenging task! Apptivo CRM seamlessly brings in your prospects instantly at ease. Yes! Apptivo has integrated directly with Gmail and Yahoo to make importing your…

Read more »

How do I add people to my project team, what happens when I do?

Posted on 11:05 am, April 18, 2012 by kdevarakonda


The Question: I understand the concept of building a Project Team, but I would like to get a better understanding of how Project Teams works specifically in Apptivo. The Answer: Project Teams are built from a combination of people from your Employees app, and also from your Contacts & Customers apps to handle various projects…

Read more »

× Thank you for joining the Apptivo Community!
You will now receive monthly updates on the latest developments in Apptivo.
× Already Exists!

The entered email address already exists.

Sign up for Apptivo Newsletter