Questions by Category: "Leads"

When a lead expresses an interest in your product or services through an email the employee to whom the lead was assigned gets an email alert. Let's go through the steps to set email al...more

Exclude the unnecessary records and get the necessary records in less time using the filter option. By using the Filter option of Apptivo you can access the leads based on the lead sour...more

The Leads amount field in the Leads app of Apptivo enables you to automatically roll up the amount from the value of the items added in the leads. You can also enter the value manually ...more

The Leads app in Apptivo helps in creating and managing all your potential leads in a single place. You can track your leads based on their territories. It enables you to add multiple t...more

It’s possible to set Visibility Conditions for the fields in the Leads app. The Master Layout feature allows you to set visibility to a specific field using the Set Criteria option, w...more

Sorting ensures better navigation and easy retrieval of information on the Leads App. You can also set the Sort Ranges for the Association table as well. Steps to create Sort Ranges Lo...more

A process of dividing a market of potential leads into segments on the basis of their characteristics is known as market segmentation. The customers belonging to similar segments will r...more

Apptivo Leads Apps allows you to create custom mandatory Business fields as per their preferences to suit the business needs by using the Maser Layout. The mandatory business fields wil...more

Customization is one of the elite functionality of Apptivo apps. You can customize your leads with the Counter attribute to generate the unique number for your leads with the prefix of ...more

An important aspect in sales is sales territory management. It aids boosting your sales team's morale, inspire team cohesion,while providing a larger customer base. Therefore, every sal...more

The Leads app of Apptivo enables you to create views based on your required criteria and save them. Furthermore, you can also share a created view with others if needed. Steps to create...more

Master Layout allows you to link the Leads app with other apps. Ref Apps are unique field types, they can be combined with Ref App Fields from the reference app. In addition, you can cu...more

Leads app allows you to configure highlighting rules which will highlight the leads. This highlighting feature allows you to easily track the leads based on the highlighting condition s...more

A sales opportunity is a qualified prospect who has a good chance of becoming a potential customer. When you convert a lead in Apptivo CRM, the system takes you through the various stag...more

Apptivo Leads App allows you to restore the deleted leads. The deleted leads can be found in “Trash.” Using the "Restore" option you can retrieve the deleted leads. Steps to Restore...more