Author Archives: Ramkumar

How to delete a lead in Apptivo?

How to delete a lead in Apptivo?

Follow these steps to delete a lead: After you log-in to Apptivo, navigate to CRM section. Click on leads App and then you will see list of recent leads. Use search option to find a particular lead. Click on delete to remove your lead permanently.

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How can I change my Apptivo account password?

How can I change my Apptivo account password?

To change your password, please follow below steps, Login to your Apptivo account by using this link www.apptivo.com/login/ Navigate to Preferences when mouse over on account name, In General, find an option to Change Password. Please provide your old password, enter your new password and confirm once, click on Change. Once the confirmation pop-up comes up, Save to update general … Read more

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How to edit content from the WordPress App?

How to edit content from the WordPress App?

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 … Read more

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Domain verification steps

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 … Read more

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Using Notes Activities Documents (NAD) Apps in Apptivo

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 … Read more

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Where can I view my purchased services?

Where can I view my purchased services?

To view your purchased services, please follow the steps given below Login to your Apptivo account by using this link 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.

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How do I create custom contact categories in the sales module?

How do I create custom contact categories in the sales module?

To create custom contact categories in the sales module, please follow the steps given below Login to your Apptivo account by using this link 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 … Read more

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How do I create custom contact types in the sales module?

How do I create custom contact types in the sales module?

To create custom contact types in the sales module, please follow the steps given below Login to your Apptivo account by using this link  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 … Read more

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How do I create custom opportunity types sales module?

How do I create custom opportunity types sales module?

To create custom opportunity types sales module, please follow the steps given below Login to your Apptivo account by using this link 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 … Read more

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How do I create custom sales stages for Opportunities in the sales module?

How do I create custom sales stages for Opportunities in the sales module?

To create custom sales stages for Opportunities in the sales module, please follow the steps given below Login to your Apptivo account by using this link 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 -> Sales Stages. Click on the Add button … Read more

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