Login  Contact us
    Products
    • CRM
    • Help Desk
    • Field Service
    • Campaigns
    Why Apptivo
    • Case Studies
      • Case Studies
      • Reviews
    • Industries
      • Travel & Hospitality
      • Real Estate
      • Retail & Wholesale
      • Manufacturing
      • Utility & Energy
    • Integrations
  • Pricing
  • Resources
    • Onboarding
      • Consulting Services
    • Education
      • Starter Guide
      • Knowledge Base
      • Product updates
      • Blogs
      • User Manual
  • Schedule Demo
  • Try For Free

Menu
Contact us Login
  • Products
    • CRM
    • Help Desk
    • Field Service
    • Campaigns
  • Why Apptivo
    • Case Studies
      • Case Studies
      • Reviews
    • Industries
      • Travel & Hospitality
      • Real Estate
      • Retail & Wholesale
      • Manufacturing
      • Utility & Energy
    • Integrations
  • Pricing
  • Resources
    • Onboarding
      • Consulting Services
    • Education
      • Starter Guide
      • Knowledge Base
      • Product updates
      • Blogs
      • User Manual
  • Schedule Demo
  • Try For Free

Explore apptivo

New User

User Manual

Blog


Community was last modified: September 25th, 2024 by kdevarakonda

General

  • Add employees
  • Assign employee roles
  • Add a business logo
  • Setup IMAP
  • Export data
  • View All

CRM

  • Upload a CSV of data
  • Customize the apps
  • API lead generation
  • View All

Project Management

  • Create a project
  • Add a task & dependencies
  • Gantt chart view
  • View All

Help Desk

  • Create a case
  • Setup SLA
  • Email to case
  • View All

Field Services

  • Creating a work order
  • Invoice the work order
  • Adding a resolution summary
  • View All

Invoicing

  • Customize invoice
  • Create an invoice
  • Record an invoice payment
  • View All

Integrations

  • Slack
  • GSuite
  • Office 365
  • View All

Campaigns

  • Customize Campaigns App
  • Create Quick Campaign
  • Create Email Template
  • View All
G Suite Integration

World Class Support

Chat inside
+1-855-345-2777
support@apptivo.com

See it in Action

General Apptivo Demo

Project Management 101

Managing a Product Sales Process

Company

  • About Us
  • In the News
  • Blog
  • Partners Program
  • Careers

Compare CRM

  • Act
  • Zoho CRM
  • Salesforce
  • Freshsales
  • Vtiger
  • SugarCRM
  • PipeDrive
  • More Comparison..

Support

  • Webinars
  • Product Demo
  • Developer Central
  • Product Updates
  • Knowledge Base
  • Applications
  • Case Studies
  • Reviews

APPS

CERTIFIED

certified image

© Copyright 2025 Apptivo Inc

Privacy Policy

Terms and services

Data Security

  • → Get Started Free!
  • Schedule Demo