Questions by Category: "Crm apps"

Our system is designed in a manner where everything is an object in the system. This includes leads, contacts, invoices, projects, and also activities (Tasks, call logs, notes, etc...)....more

Keep an ordered pattern of your clients' information by defining the industries of your clients when you create the entries in your CRM. Defining Industries will benefit you as you go t...more

Hierarchical View: It displays the sections and fields with indented subentries. The view is displayed with all its sections and attributes so that you can easily see your app layout. S...more

In the day-to-day business process, it has now likely become troublesome for the business people to keep track of when a particular object (Lead, Contact, Customer, Opportunity) record...more

Consider creating a help text in the Contacts App of Apptivo. In your Apptivo account, navigate to the Contacts App of Apptivo. Select Settings from the App Header. In the Se...more

A small business owner would want to share his Table View with the employees to create business strategies to take the business to the next level. Is this possible in CRM? Apptivo CRM a...more

One of the ways to take your business to the next level is the ability to integrate a business card scanner. And Apptivo offers you this feature! For instance: Consider you are at an ev...more

Triggers allow you to perform automated actions like triggering an email or updating an attribute based on a particular criterion. Apptivo CRM Apps allows you to set two types of trigge...more

The Bulk Actions feature in the Customers App of Apptivo allows you to take actions in multiple customers at a time. The available bulk actions are: Update - This lets you bulk update ...more

The admin in charge of the firm will be the only one able to upgrade the number of users in that firm. Admin should click on their name in the top right corner after logging in and clic...more

Apptivo is powered with Timesheets App, but currently we are not supporting timesheet collaboration with CRM cases. You can create a timesheet from projects and tasks in other apps....more

The Bulk Actions feature in the Leads App of Apptivo allows you to take actions in multiple leads at a time. The available bulk actions are: Update - This lets you bulk update the Lead...more

The View Builder of Apptivo provides the option to only disable views and not delete views in the CRM Apps. Consider disabling a view in the Customers App of Apptivo. Log into your App...more

Triggers are automation tools used to get instant information on the changes made to the records in Apptivo. Invoices App of Apptivo allows you to take an automatic action while setting...more

The Email Templates of Apptivo applications are also available in the custom applications developed using the App Builder. The templates created can be used while sending emails or addi...more