Follow these steps to delete a lead: After you log-in to Apptivo, navigate to Leads App by scrolling navigation bar. Click on leads App and then you will see list of leads collected by your business. Use search option to find a particular lead. Click on delete to remove your lead permanently.
To change your password, please follow the steps given below Login to your Apptivo account by using this link https://www.apptivo.com/site/applogin/ Navigate to Preferences when mouse over on account name, Click on General under Preferences. Under General, click on Change Password. Please provide your old password, enter your new password and confirm once, click on Change. Now, you have changed your Apptivo account password successfully.
Follow these steps to edit a web page from WordPress: After you log-in to Apptivo, navigate to WordPress App by scrolling the slider. Click on WordPress App and then choose the site you would like to edit by clicking on its name. Click on Pages from the left sidebar; you will be able to see the available pages. Click on a page that you would like to edit; modify your content in the Editor. Navigate to Publish section, you will find two options Preview Changes & Update Preview Changes to view a preview; Update will publish your changes.
WordPress Custom Domain Mapping User launches WordPress blog from Apptivo User clicks on Domain Mapping User selects External Domain, and enter domain name and prefix as 2 field values Domain Name: domainname.com Sub domain to map with this WordPress: www (default value). User can key in valid sub domain names here ex: mysite.domainname.com. On successful verification, custom domain name for this blog is mysite.domainname.com If the domain is not verified already. User will be shown a TXT record value to be added in their Domain to verify ownership Record Type : TXT Record Name: @ or blank ( default to … Read more
Notes, Activities, and Documents, collectively called the NAD Apps are linked to pretty much every App in the Apptivo Eco System. Each of these is an individual App (Activities is part of the Calendar App). Lets take the Opportunity App for example. When you open up an Opportunity, you can see all the information about the Opportunity in the Overview tab. Then there are three other tabs, as highlighted in the image below: Together, these three Apps provide the ability to: Capture tasks, activities, and meetings. Capture meeting notes, and add notes. Add documents of interest. Collaborate on attached documents, … Read more
To view your purchased services, please follow the steps given below Login to your Apptivo account by using this link https://www.apptivo.com/site/applogin/ Navigate to Services Store when mouse hover on account name, under My Apps -> top right. Navigate to Configure Icon. Navigate to General -> Purchased Services. Here you will find the list of Purchased services for your Firm.
To send efaxes from Apptivo, please follow the steps given below. **Please note that efaxes is a paid service.** Login to your Apptivo account by using this link https://www.apptivo.com/site/applogin/ Navigate to Fax App, Click on Send Fax. Once the pop-up comes up, follow the instructions as per efax standards. Navigate to Paid Services when mouse hover on account name, under My Apps -> top right. Navigate to Collaboration -> Fax. As this is a Featured services in Apptivo. You will find two options Servangle Gold Toll Free and Servangle Gold, depends on your business requirement you can Subscribe.
To create custom contact categories in the sales module, please follow the steps given below Login to your Apptivo account by using this link https://www.apptivo.com/site/applogin/ Navigate to Sales section. Click on any Apps under Sales, find Configure Icon on dashboard -> top right. Click on Configure Icon and navigate to Contacts -> Contacts Categories. Click on the Add button on the right side of the screen, once you done with editing, please remember to save your work.
To create custom contact types in the sales module, please follow the steps given below Login to your Apptivo account by using this link https://www.apptivo.com/site/applogin/ Navigate to Sales section. Click on any Apps under Sales, find Configure Icon on dashboard -> top right. Click on Configure Icon and navigate to Contacts -> Contacts Types. Click on the Add button on the right side of the screen, Once you done with editing, please remember to save your work.
To create custom opportunity types sales module, please follow the steps given below Login to your Apptivo account by using this link https://www.apptivo.com/site/applogin/ Navigate to Sales section. Click on any Apps under Sales, find Configure Icon on dashboard -> top right. Click on Configure Icon and navigate to Opportunities -> Opportunity Types. Click on the Add button on the right side of the screen. Give Name for the Opportunities Type Give unique sequence number, the lowest number would be the default Opportunity Types in the drop down menu. Then click on the Save button to save your settings.
