Featured Questions

In Apptivo's Intelligence Dashboard, the Matrix Table feature revolutionizes the analysis of financial data by introducing a dynamic tool tailored for sales pipeline evaluation. Cen...more

Apptivo provides a robust solution for businesses to capture and analyze the complete sales cycle with key data attributes, facilitating the monitoring of opportunity changes and trends...more

For all your payments to be easy, safe, and affordable Apptivo integrates with the advanced payment gateway Square. This post will explain the steps to set up your Square payment gatewa...more

In this comprehensive guide, we'll walk you through the simple steps to set your preferred font size and style, effortlessly in the Free Text Description field. By following our eas...more

Imagine you're a company looking to expand your reach and generate more business leads. Your success depends on partners who can bring valuable opportunities. Introducing the Partne...more

In Apptivo CRM, data accuracy is ensured through a systematic approach. Users are prompted to complete mandatory fields when creating or editing records across various applications. Ste...more

Imagine you're analyzing a complex set of financial performance charts. To unveil the data of the charts, simply click the "Show Data Table" icon to view the records beneath...more

The Bill of Materials (BOM) functionality within the Apptivo Orders App empowers you to seamlessly integrate detailed product structures configured in the Items App into your orders. Le...more

Apptivo provides you the ability to create and send the Order to your clients. It allows you to create a detailed database of an item with its list of raw materials and sub-assemblies. ...more

Opportunities app allows you to print each opportunity information using the print PDF option on the overview page. You can set your own criteria to view the print PDF option. Let’s g...more

Apptivo allows you to print Invoice using the Print/Web Layout feature, which allows you to create and print Invoice layouts in PDF format. Within the application, you can access a deta...more

The Apptivo Opportunities App is a versatile tool for managing all business-related, offering information to enhance your conversion prospects. With Apptivo, you can easily generate PDF...more

Apptivo allows you to print opportunities using the Print/Web Layout feature, which allows you to create and print opportunity layouts in PDF format. Within the application, you can acc...more

Apptivo’s collaboration Activities helps us to manage and control the quick actions of common activity of all the apps in the left-hand menu views. Associated Objects Reports are used...more

Associated Object report in Apptivo helps you to get filtered and more accurate reports for the activities related to the Cases App. Mostly it helps to get the associated reports with t...more