Mostly the reports are used to track a particular set of information in a specified way. The reports can be of any form like graphics, images, voices, or any type of vocabulary. The normal reports are used to track the work which is associated with a particular period. The past discussions were generally on the…
Posts Categorized: Applications
August 27 Apptivo Updates – Procurement V6, Email Tracking, CRM View Builder
Over the weekend we’ve released a few great new features in CRM, along with some apps which are freshly upgraded to Version 6. You’ll also find a few other great new features throughout, such as our brand new email tracking. Here is a breakdown on what’s new: Procurement Solution V6 Upgrades New CRM View Builder…
Email Themes & Templates Settings in Campaigns App
We have already walked through the campaigns basic flow & quick campaign, and also how it works for the marketing people. Now let us see, Email Themes & Templates options and how well it can be used, Campaigns usually focuses on the marketing emails, it also plays a vital role to the one who like…
Instant launch of campaigns for marketing
We have already discussed the campaigns app in the last blog and how well it is used for marketing businesses. Generally “We” focuses on the improvements on any apps based on the customer feedback and feature requests. After the release of campaigns app we have got so many positive reviews as well as the feature…
Set Up Apptivo for Cold Calling Efficiency
There are many apps inside of Apptivo CRM where you might perform sales cold calling. In this post we’ll cover the basics of where calling might happen, how to build a solid cold call process, and walk through the steps to perform calls as an end-user. Apptivo Cold Calling Apps First, let’s talk about calls…
Invoices Created from Work Orders
We have discussed the delay terms and its functionalities in the last blog. We got several positive reviews from our valued customers and users. So here we are going to discuss about another interesting topic “Invoice Workbench”. If the user wants to initiate payment for one or more invoices or scheduled payments you can use…
Late Fee on Apptivo Invoices
Apptivo invoice app features makes its own way into your business environment. Our App amazes the customer with good out of range functionalities. Invoice payment terms have been reviewed and learnt the impacts that they had to get paid faster, which was overcome using our invoicing software. With our new launched version of v6, customer…
Set accounting rule for invoices
As you all know!! In accounts the three important golden rules plays a vital role. All the entries are made only with the help of those real, nominal & personal accounts. These three things revolves around the two main keywords that is credit & the debit. The money can either be debited nor be credited…
Where can I find best business software for Carpenters?
Apptivo generally helps to track the database and financial information of the business and drives them to the success path. We have 50+ apps and which are internally integrated with one another. Let’s elaborate on how our apps will be used in the carpenter’s industry. Carpenter industry workflow Carpenter is the one who renovates the…
Sales Performance Dashboard
Well, we all know that opportunities app are mainly used to check the potential customers of the company. Here we are going to check how the sales executives are involved in this opportunities and how their performance is tracked using this. Performance Dashboard Sales performance analysis is the most important and essential feature for all…
