Questions by Category: "Leads"

Apptivo Leads App allows you to create your own market types. Markets & Segments allow you to classify your customers based on the demographics, tastes, and need. This will enable t...more

Maintaining data on Customers, Contacts, and Leads becomes simplified with the CRM Apps of Apptivo. CRM Apps have a dedicated page where you can customize the layouts. This includes cre...more

Apptivo Leads App allows you to generate the reports as per your requirement.  If you want to view the list of leads specifically by their sources use option called "Leads by lead sour...more

A picture speaks volumes. That is its equal to 1000 words. You agree with it, right?At times there may be a need to insert an image into your message, so the receiver understands it cle...more

Customers play a pivotal role in the success of any business. Here are a few pointers that tells you why customers matter. Customers provide repeat business if they are happy with the ...more

In the process of CRM IMAP access, the two key processes are the Email Forwarding & Authentication. Email authentication is nothing, but the process of verification, which makes sur...more

Email or message templates allow the user to send emails to the leads, and contacts using predefined templates. Email Templates allow you to set up pre-defined messages. These are custo...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

Converting a lead means, you are are converting a lead to a potential lead. A lead becomes a potential only when the lead status reaches a certain stage. In lead conversion you are crea...more

There are two ways to associate Contacts to a Lead: Manually add Contacts into a Lead record. When a Lead is converted into Contact. Here we look at how to add Contacts manually. Le...more

Leads app collaboration allows you to view common features available in apps such as news feed, calendar, follow-ups, tasks, call logs, emails, notes, and documents. In addition, it all...more

Lead generation or creation is a initiation of consumer interest/enquiry into your company's products/services. Some of the reasons why lead is created are for List building e-newslett...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

There are times when a user of Apptivo Leads App would want to filter out the leads as per a certain criteria. Views are nothing but filters and it helps the user to view the leads reco...more

 Tags are a flexible and quickest way of labeling as well as grouping contacts, leads, emails, tasks, organizations, projects or opportunity in Apptivo CRM. It helps in easy identifica...more