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The use of CRM software is essential to any small business.  In order to efficiently track your sales process, you need to transfer sales lead information seamlessly to others throughout the team.  This video shows how to convert your Apptivo Sales Leads into sales opportunities, contacts, and customers.  Take a moment to watch the video, then read more about the Leads App and other Apptivo Sales Apps.

Related posts:

  1. How to Import Sales Leads to Apptivo from a Spreadsheet or CSV File
  2. Project Management in Apptivo – Getting Started
  3. Apptivo Sales Leads App Demo
  4. Apptivo Sales Opportunities App Demo
  5. How do I use Contacts App to store information about the various types of contacts?