Remove Shared Contacts Without Deleting from Google

Posted on 6:16 pm, July 18, 2012 by Todd Miner

remove contacts from

Apptivo Contacts Sharing is here to enable you to synchronize and share your contacts in G Suite. Offer your contacts– employees and business contacts for every employee in your firm. Contact data once updated is shared with all employees over your firm. There are many cases where a user may have a business contact shared…

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Building Employee Teams for Contact Sharing

Posted on 9:27 pm, July 17, 2012 by Todd Miner

Creating a team in Apptivo allows you to both restrict access to contact for groups of employees, and also allow you to create additional shared contact groups in Google. A new team will be created, and you can select any number of employees as members of the team. Once the team is created, a Google…

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Install & Configure Contact Sharing From G Suite

Posted on 4:02 pm, July 16, 2012 by Todd Miner

Install app

This post will explain how to install the Apptivo Contact Sharing app from the G Suite marketplace, then enable it to sync contacts within your firm. This sequence will allow all contacts to be shared with all employees at once. If you require advanced level permissions, where certain contacts are restricted for some employees, you’ll…

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Contacts App Security Roles & Privileges

Posted on 9:20 pm, June 29, 2012 by kdevarakonda

Many organizations would want to have their business data to be private, restricting the access to all of their employees. A member of your sales team would not want access to the financial apps. In that case, having employee privilege and role based authentication will help in efficient managing of data across your business. With…

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Contact Centric CRM Vs. Account or Customer Centric CRM: Which way to go?

Posted on 10:12 pm, June 14, 2012 by Todd Miner

contact_customer_centric_crm

Most of the early CRMs were contact centric by design, but many that came out in the last decade allow you to tailor the software to your needs. Apptivo allows you to implement either style of CRM, depending on your business requirements. A Contact Record forms the center of the universe in Contact Centric CRM,…

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Free G Suite Contact Sharing with Advanced Level Permission Settings by Apptivo

Posted on 9:17 pm, May 16, 2012 by Todd Miner

What is Contact Sync? Contact sync is the process of allowing all members of your G Suite domain to share contact information between each other. By using the Apptivo CRM apps, your entire company will have instant access to all employee & business contact information such as phone, email, etc; all available through the Gmail…

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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…

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