To view your purchased services, please follow the steps given below Login to your Apptivo account by using this link https://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.
Posts Tagged: Configuration
How do I create custom contact categories in the sales module?
To create custom contact categories 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 Contacts –> Contacts Categories. Click on the Add button on … Continue reading
How do I create custom contact types in the sales module?
To create custom contact types 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 Contacts –> Contacts Types. Click on the Add button on … Continue reading
How do I create custom opportunity types sales module?
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?
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?
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?
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?
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?
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?
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