How to Import Sales Leads to Apptivo from a Spreadsheet or CSV File

Posted by Todd Miner

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

How do I create custom Lead Source for Leads in the Sales module?

Posted by Dineshkumar

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 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