The Question: I have been managing my leads using Apptivo, and I just noticed the “Convert” button. What does converting a lead do, is this a feature I need? The Answer: Lead conversion is actually a major component of the Apptivo CRM applications. A lead is just the first stage of the sales process, and…
The Question: I actively purchase lists of leads from information providers, but only receive minimal data on each lead (name, number, and sometimes company/address). Is this sales lead information enough to create a new sales lead? If not, what else lead details do I need? The Answer: A name and number are plenty enough in…
The Question: I’ve started using the Leads App, but I haven’t done any sort of configuration. Could someone explain how to configure the app, and what might help me manage my leads better? Any help is appreciated! The Answer: The leads app has several groups of configuration settings that allow you to adjust the way…
The Question: I’m just getting started, and understand that uploading customers is one of the first tasks I need to take care of. Before I start entering all of my customers, I would like to make sure the app is configured well. Could somebody please explain the various configuration options, and how to work with…
The Question: I am a prospective customer, and would like to understand how easy it is to make projects. My business creates many small projects every day, and I’m looking for software that will give us organization, but don’t want to be bogged down by process. The Answer: It sounds like Apptivo would be a…
The Question: I am a project manager at a medium sized firm, and I’m interested in using the projects app for managing our projects. What options do I have to customize this app, what should I change before we start entering projects? The Answer: The projects app has several groups of configuration settings that allow…
Though there are many sources of business prospects, email being the widespread business communication is the most primary source. And bringing them into your system is the most essential and challenging task! Apptivo CRM seamlessly brings in your prospects instantly at ease. Yes! Apptivo has integrated directly with Gmail and Yahoo to make importing your…
The Question: I understand the concept of building a Project Team, but I would like to get a better understanding of how Project Teams works specifically in Apptivo. The Answer: Project Teams are built from a combination of people from your Employees app, and also from your Contacts & Customers apps to handle various projects…
The Question: I think I have a decent idea about what Project Milestones are, but I was wondering if a pro could give me a general breakdown on what a milestone is, and some guidance on how to create a good milestone. The Answer: Project Tasks and Milestones is the important feature of a Project…
The magnificence of a template is that you have a beginning point you can utilize over and over. The templates are a lifesaver which reduces the manual effort of starting to create a project from scratch. They are pre formatted templates that can be used to quickly create projects. When are Project Templates needed? The…
