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
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
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
With any website, on-page optimization has alot to do with putting the right words in the right places. Apptivo helps optimize web pages for search engines in order to achieve a good position in their search results page with the following features: Add meta title, meta keywords and meta description to all your webpages Enter keyword phrases into the Meta … Continue reading
When people contact you through web forms/ contact forms on your website they are captured as leads in the Apptivo. To view their information use the following steps: Login to Apptivo and navigate to Sales section -> click on Leads App You will see the Leads dashboard where you can view a list of all the leads from your website … Continue reading
The product management module is where you can create an item and store its details. The item can be a product that your organization sells or a service that your organization provides. Before creating a product define item types and item categories. To create a product: Login to Apptivo, navigate to Product Management section -> Items App and click on … Continue reading
To create custom lead source 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 Source. Click on the Create … Continue reading
To create custom markets and segments 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 General –> Markets and Segments. Click on the Create … Continue reading
To create custom activity priorities, 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 General –> Activity Priorities. Click on the blue Create button on the top right … Continue reading
When an Apptivo powered website is being developed, the website is hosted in a Beta environment meant for testing. In this stage we test the website internally and allow the website owners to preview the website. In this stage the website is not fully developed, as a result, any accounts you create might not be accurately stored in Apptivo. If … Continue reading
