Questions by Category: "Leads app"

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 Partner Po...more

Along with configuring the lead status, you can also decide when a lead enters or exits a status. By setting the criteria, you can determine when a lead can be labeled to a particular s...more

Login and access your Apptivo account from your iOS application. Click on any apps from the app list. 
 Click on the Show All, you can view the total number of records in t...more

Leads are important CRM tools to increase traffic in a business. It increases sales and conversion rates of business. Along with the generation of leads, it is also necessary to convert...more

Currently a lead can be assigned to only one employee or team. It cannot be assigned to multiple employees or team....more

Data Sets in Apptivo give you the ability to provide access privilege of object records to a specific group of people. Depending on the assigned data sets the records will be available ...more

Custom conversion enables you to convert the specific attributes of a record in the Leads App to Opportunities App. With the custom conversion, you can convert only the desired fields f...more

Leads App allows you to convert the leads to Opportunities, Customers, Contacts, and Patents directly from the leads app. By using Custom Conversion, you can convert the leads to anothe...more

Sorry. Currently we do not support this feature. You can convert only one lead at a time. Your sales leads can be converted to any of the following as per your business requirements: ...more

A sales lead is nothing but an individual or business showing interest in your Product/services. If the lead gets satisfied with your products/services then they will turn into your pot...more

Leads App in Apptivo allows you to update the status of the leads in bulk. Employees reach out to multiple leads at a time. Rather than changing the name of each lead separately, you ca...more

Leads App in Apptivo allows you to create custom notifications for the Leads. Rather than sending notifications to multiple people, you can make use of the custom notification feature t...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 “Items of Interest” feature is designed for companies that are selling a physical product. This tab will let you add items from your product database, in which the lead/opportun...more

Assignment Level configuration in Apptivo Apps helps you to restrict the accessibility of the hierarchy flow of the organization for the  Employees/ Teams, the Managers, and their Subo...more