Apptivo provides three types of notifications Email SMS Fax These notifications can be triggered when the following events occur: eCommerce New Order is placed Order is canceled Order is shipped CRM Lead is created Lead is assigned Marketing Somebody subscribes to newsletter Customer Service New case is created Case is assigned to an employee Human Resources New employee/user is added … Continue reading
Apptivo is one stop solution for managing a professional looking business website. Most business websites nowadays have a Careers section, and display the various open positions in this section of the website. To add or edit the job openings on your website please follow these steps. Login into your Apptivo account. Your account should have access to the Human Resources … Continue reading
The products displayed on your website can be easily edited using the Product Management section. Typically each product has a different description and can be edited, but sometimes to make it easy for you a single product might contain all the product pages content. Please contact your account manager to find out if all your product page content is associated … Continue reading
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.
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
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
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
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
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
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
