Apptivo allows you to assign territories for each of your customers. To modify the available territories to assign to your Customers, use the steps given below: To add new Territories Login to Apptivo and navigate to CRM section. Click on Customers App, and go to Configuration. Navigate to Sales Territories in the configuration panel. To add a new territory click … Continue reading
When working on similar types of projects it is always easier to use the structure of a previous project to decrease the time spent in defining milestones and activities etc. The Project Templates App lets you do exactly that. You can create a template for a certain type of project and use it again and again. Create a Template Project … Continue reading
The Surveys App is designed to help small businesses run surveys using Apptivo. This App directly integrates with the Website Management, Customers and Leads Apps, allowing you to use your website as a medium to run the survey, pulling in email ids of your customers and leads to send them invites to participate in the survey. Creating a Survey It … Continue reading
The Service Work Orders (SWO) App is designed to help companies which provide Client site services like installation & repair, Cleaning etc. The SWO app can be used with other apps such as Customers, Contacts and Invoicing to completely manage your work orders. SWO Dashboard Once you open the SWO App, you will see the dashboard with summary of information … Continue reading
Apptivo lets you store information about the various professional contacts you might have. These contacts might be related to your Customer accounts, potential sales leads or opportunities. Contacts Dashboard Once you open the Contacts App, you will see the dashboard with summary of information about the contacts already stored in the system. Create Contacts It is very easy to create … Continue reading
Google checkout is a form of payment gateway provided by google to capture online payments. Apptivo allows you to create a Google checkout account quickly. To create a Google Checkout account, follow these steps: Login to Apptivo and open the Payment Options App. Under the Payment Services section, click on the Apply button next Google Checkout. You will be redirected … Continue reading
Merchant accounts are necessary when you want to use payment gateways such as Authorize.net to capture credit card payments on your website or through online invoices. Apptivo allows you to quickly signup for a merchant account and get the best rates available in the market. To create a merchant account follow these steps: Login to Apptivo and navigate to Payment … Continue reading
Authorize.net allows you to capture credit card payments. You can create Authorize. net account from Apptivo and get great rates for credit card processing. To create an account follow these steps: Login to Apptivo and navigate to Payment Options App. Click on the Apply Now button under the Payment Gateway Services section to open Authorize.net reseller page for Apptivo. Click … Continue reading
Notes, Activities, and Documents, collectively called the NAD Apps are linked to pretty much every App in the Apptivo Eco System. Each of these is an individual App (Activities is part of the Calendar App). Lets take the Opportunity App for example. When you open up an Opportunity, you can see all the information about the Opportunity in the Overview … Continue reading
This presentation contains some of the sample layouts which you can choose from. These are NOT the designs. Each website will have a unique design. Apptivo Sample Website Layouts View more presentations from Apptivo
