How do I create custom opportunity types sales module?

Posted by Dineshkumar

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 … Continue reading


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

Posted by Dineshkumar

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 … Continue reading


How do I provide different shipping options to my customers?

Posted by Dineshkumar

To provide different shipping options to my customers, 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 Shipping –> Shipping Methods. You can find Self Shipping Methods, click on … Continue reading


How do I change the credit card charge point?

Posted by Dineshkumar

To change the credit card charge point, 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 Orders –> Credit Cards. Once the drop down comes up, select an … Continue reading


How do I change the way order numbers are generated?

Posted by Dineshkumar

To change the way order numbers are generated, 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 Orders –> Order Number Generation. Once the pop-up comes up, you … Continue reading


How do I change the shopping cart life for the eCommerce store?

Posted by Dineshkumar

To change the shopping cart life for the eCommerce store, 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 Orders –> eCommerce. Enter the number of minutes you … Continue reading


How do I create custom Lead Ranks for Leads in the Sales module?

Posted by Dineshkumar

To create custom lead ranks for leads 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 Leads –> Lead Ranks. Click on the Create … Continue reading


How do I create custom Lead Source for Leads in the Sales module?

Posted by Dineshkumar

To create custom lead source for leads 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 Leads -> Lead Source. Click on the Create … Continue reading


How do I create custom Markets and Segments for Leads in the Sales module?

Posted by Dineshkumar

To create custom markets and segments 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 General –> Markets and Segments. Click on the Create … Continue reading


How do I create custom Activity Priorities?

Posted by Dineshkumar

To create custom activity priorities, 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 General –> Activity Priorities. Click on the blue Create button on the top right … Continue reading