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…
Posts Tagged: crm
Contacts App Security Roles & Privileges
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…
Contact Centric CRM Vs. Account or Customer Centric CRM: Which way to go?
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,…
Free G Suite Contact Sharing with Advanced Level Permission Settings by Apptivo
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…
How do I export all of my leads from Apptivo?
Export Leads from Apptivo For the purpose of reporting and showcasing, you must have the capacity to send out your information consistently. As well as taking a backup of all the qualified leads on a regular basis is the most essential step for your business, and Apptivo’s export feature is quite an effective one! Apptivo…