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.
Good project management is essential to the operation of any small business. Apptivo allows you to easily create projects, define milestones, and create the list of tasks that must be completed to make the project a success. Not only this, but you can define project templates to save time, and even use your employee database to define team members and a project manager. Apptivo offers the complete solution for small business project management. The Project Management Apps & Features Apptivo’s project management suite is made up of a few different apps that work together, let’s begin by covering what the … Read more
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.
Small Businesses are usually forced to source sales leads from third party sources in order to build their client base and get their company off the ground. Apptivo allows you to easily import large amounts of sales leads via a downloadable spreadsheet template. There are many websites available online which allow businesses to target and purchase sales leads in their target market. These leads are usually distributed to the customer through some sort of spreadsheet with all of the lead information. Rather than inputting these leads one-by-one, Apptivo allows you to copy these leads into the provided template, and import all of … 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 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
Most businesses form a consistent method of defining and completing projects. Usually, the project manager will define certain major steps in the project cycle which indicate a significant batch of work completed, or a transition into a new phase of the project. These different points are called Milestones, and help manager and employees make sure to organize their efforts in order to keep projects from slipping past their due dates. Many times, a company will have the same set of Milestones or every project, or at least every type of project. By enabling managers to define templates of how Milestones … Read more
Keeping workers on task is the number one responsibility for any manager, and this is no walk in the park. Managers must constantly juggle a myriad of different tasks of their own, while making sure to keep their subordinates on track with theirs. Simply put, it is near impossible to keep track of so many things in memory alone, which is why so many professionals adopt project management software into their business processes.Project management software allows company leaders to clearly organize the goals and requirements of any project, and provides an organized system to manage the different activities and tasks … Read more
What is a H1B visa? An H1B visa is an employment-based, non-immigrant visa category for temporary skilled workers. To obtain this visa, an employer must offer a job and apply for the H1B visa petition with the US Immigration Department. If approved, this petition is a work permit which allows you to acquire a visa stamp and work for 3 years for the approved employer. H1B visas can be renewed a single time, for an additional period of 3 years. This visa is only issues for specialty occupations, requiring theoretical and practical application of a body of specialized knowledge. In … Read more
Whether it be just for CRM, only website management, or all of your business processes; making the transition to a new piece of software is one that must be carefully thought out. Business owners and managers need to be aware of the potential problems they might encounter when unforeseen circumstances arise, and plan accordingly to assure their company’s success. You, as a decision maker, need to take charge in investigating the details of any endeavor your employees take on, and make sure to flush out, and plan for, any points in which the project could go wrong. Below you will find answers to some … Read more
