Are you an Author or a writer? Are you looking to improve your web presence and increase sales? Do you want to sell your book from your website? If you answered Yes to any of these then we have the best solution for you. You no longer have to worry about expensive website development or using factory line templates. You … Continue reading
TitlePuneet Yamparala | Posts By: Puneet Yamparala
7 Features to Look for in an Invoice Template for Independent Professionals
A lot of independent professionals do not have the time and resources to design a custom commercial invoice template. They usually rely on the free invoice templates and send them out to their customers. Though this is seems like the easiest thing to do, the effect it can have on your future business with your client can be devastating. An … Continue reading
How do I manage the available Territories in the Customers App?
Apptivo allows you to assign territories for each of your customers. To modify the available territories to assign to your Customers, use the steps given below: To add new Territories Login to Apptivo and navigate to CRM section. Click on Customers App, and go to Configuration. Navigate to Sales Territories in the configuration panel. To add a new territory click … Continue reading
How do I use Project Templates?
When working on similar types of projects it is always easier to use the structure of a previous project to decrease the time spent in defining milestones and activities etc. The Project Templates App lets you do exactly that. You can create a template for a certain type of project and use it again and again. Create a Template Project … Continue reading
How do I use the Surveys App?
The Surveys App is designed to help small businesses run surveys using Apptivo. This App directly integrates with the Website Management, Customers and Leads Apps, allowing you to use your website as a medium to run the survey, pulling in email ids of your customers and leads to send them invites to participate in the survey. Creating a Survey It … Continue reading
How do I use the Service Work Orders App?
The Service Work Orders (SWO) App is designed to help companies which provide Client site services like installation & repair, Cleaning etc. The SWO app can be used with other apps such as Customers, Contacts and Invoicing to completely manage your work orders. SWO Dashboard Once you open the SWO App, you will see the dashboard with summary of information … Continue reading
How do I use Contacts App to store information about the various types of contacts?
Apptivo lets you store information about the various professional contacts you might have. These contacts might be related to your Customer accounts, potential sales leads or opportunities. Contacts Dashboard Once you open the Contacts App, you will see the dashboard with summary of information about the contacts already stored in the system. Create Contacts It is very easy to create … Continue reading
How do I create a Google checkout account?
Google checkout is a form of payment gateway provided by google to capture online payments. Apptivo allows you to create a Google checkout account quickly. To create a Google Checkout account, follow these steps: Login to Apptivo and open the Payment Options App. Under the Payment Services section, click on the Apply button next Google Checkout. You will be redirected … Continue reading
How do I create a merchant account from Apptivo?
Merchant accounts are necessary when you want to use payment gateways such as Authorize.net to capture credit card payments on your website or through online invoices. Apptivo allows you to quickly signup for a merchant account and get the best rates available in the market. To create a merchant account follow these steps: Login to Apptivo and navigate to Payment … Continue reading
How do I create Authorize.net account from Apptivo?
Authorize.net allows you to capture credit card payments. You can create Authorize. net account from Apptivo and get great rates for credit card processing. To create an account follow these steps: Login to Apptivo and navigate to Payment Options App. Click on the Apply Now button under the Payment Gateway Services section to open Authorize.net reseller page for Apptivo. Click … Continue reading
