The product marketing is highly carried out to market the product to the customers. It helps to promote the product to very own loyal customers and also with the users who are all familiar with the brand. Usually say the email marketing is the key success for most of the products and it directly targets the audience. Since the technology … Read more
Posts By: Dineshkumar
Project manager is the one who involves in the planning and execution of particular project. He should be well versed in constant analytic techniques and good communication. The risk management and time management are the basic two factors that they should imply in their daily work culture. The decision that which they make should be consistent and it should help … Read more
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.
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
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
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
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
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.
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
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