Questions by Category: "Opportunities app"

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. Central...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

CRM Apps of Apptivo has always been very resourceful in maintaining a stable relationship with Customers. The conversion feature of Apptivo allows easy transfer of data from one App to ...more

Apptivo allows you to add Sales stages for the Opportunities that you create. Once a Lead is converted to an opportunity, you need to follow certain steps in adding a Sales stage to con...more

The Opportunities app of Apptivo lets users add an opportunity to the target list. This is enabled by default. To disable the Add to Target List button in Apptivo, select Settin...more

Steps to Create a Summary Table Login and access the Opportunities app from the universal menu. Click on the More(...) icon and select the Settings. In the Settings page, cli...more

In Apptivo, you can enable/disable the Items of Interest tab in the Opportunities app. The “Items of Interest” feature allows you to add items from your items database. Here, you ca...more

Intelligence charts in Apptivo allow you to gather real-time metrics as a pictorial representation. Rather than going through multiple records to collect highly important information, y...more

The Schedule Report feature of Apptivo provides you the ability to schedule the views and saved searches reports based on the configuration that you’ve given. By using this feature, t...more

Properties are also considered as Opportunities. Especially when you do real estate business, all the properties are considered as an Opportunity. So, it becomes a necessity to get a co...more

Log into your Apptivo account and navigate to the Opportunities App. Click the Settings icon from the App Header.   In the Settings page, select the Reports → Sales Stage R...more

Once the opportunities are created, there may arise a situation, where you would like to update multiple numbers of opportunities simultaneously. This can be easily done with the help o...more

Apptivo’s Opportunites App allows you to get the Loss Reason Details when the Sales Stage is Changed to Closed Lost. It will help you to view and track the Loss Reason for the particu...more

Opportunities App of Apptivo allows users to perform several actions on the opportunities. The Actions page in the Opportunities App of Apptivo lets you configure if a particular action...more

The Opportunities App allows you to search for the opportunities in the following two ways: Simple Search - This allows you to search for the opportunities using a single search field...more