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New User

User Manual

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Community was last modified: May 18th, 2018 by kdevarakonda

General

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

• Upload a CSV of data
• Customize the apps
• API lead generation
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Project Management

• Create a project
• Add a task & dependencies
• Gantt chart view
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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
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Invoicing

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

Integrations

• Slack
• GSuite
• PieSync
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Campaigns

• Customize Campaigns App
• Create Quick Campaign
• Create Email Template
• View All

G Suite Integration

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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

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