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/app/login.jsp Navigate to Preferences when mouse hover on account name, under My Apps -> top right. 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.
We at the Small Business University strongly believe that experience is the best teacher. Call it what you want – school of hard knocks, University of life, or just being street smart – an entrepreneur’s best friend is the experience gained from running a business. Now imagine all that experience raised to the power of gazillion – and you’ve got the Small Business University. It is a place where entrepreneurs learn from each other’s experience. So we obviously love guest posts, especially from entrepreneurs, freelancers and independent consultants. If you would like to write a guest post for us, here … Read more
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
These days, it is nearly a requirement for small businesses to have a web presence in order to be accepted as legitimate. Now, as we all know, a web presence takes money and time to execute well. Many businesses are learning about the benefits of creating their websites based on a content management system, or “CMS”. One major player in the market of CMS’s is WordPress, an open-source platform developed primarily for blogging, but it also acts as a complete CMS. This brings up another item on the web that you hear about all the time, blogging. A blog is … 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
