Follow these steps to delete a lead: After you log-in to Apptivo, navigate to CRM section. Click on leads App and then you will see list of recent leads. 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 … Continue reading
To change your password, please follow below steps, Login to your Apptivo account by using this link www.apptivo.com/login/ Navigate to Preferences when mouse over on account name, In General, find an option to Change Password. Please provide your old password, enter your new password and confirm once, click on Change. Once the confirmation pop-up comes up, Save to update general … Continue reading
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 … Continue reading
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 … Continue reading
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 … Continue reading
Proper time management of employees is important to any manager. Many times, a manager is compeltely unaware of where their subordinates’ time is spent, or what they are accomplishing! Needless to say, this is not good; managers need an easy method for employees to log the work they have completed, and then review this time track and judge whether it … Continue reading
Apptivo is a collection of several applications to help run your business for free. But any viable business needs to generate revenue to sustain itself – this is especially true when businesses like yours are entrusting your data and depend on a single platform for all of your operations. So, lets answer that question – how does Apptivo make money? … Continue reading
Every customer relationship management system needs a comprehensive, yet flexible, contact management system. Apptivo offers the best of CRM contact management, and your customer contact software database integrates directly with all of the other small business apps available with Apptivo. Take a look at our video to get a better idea of it’s capabilities, or click to learn more about … Continue reading
Managing your customer database is one of the most essential duties of any small business leader. Without your customers, your company does not exist! Apptivo offers a Customers App within its CRM suite of Small Business Apps. You are able to track all contact information, activities, sales leads, and orders related to your customers; and integrate with nearly all of … Continue reading
