There are many apps inside of Apptivo CRM where you might perform sales cold calling. In this post we’ll cover the basics of where calling might happen, how to build a solid cold call process, and walk through the steps to perform calls as an end-user. Apptivo Cold Calling Apps First, let’s talk about calls…
We have discussed the delay terms and its functionalities in the last blog. We got several positive reviews from our valued customers and users. So here we are going to discuss about another interesting topic “Invoice Workbench”. If the user wants to initiate payment for one or more invoices or scheduled payments you can use…
We had already discussed about the various features of expense reports & everything is unique in its own ways. So here we are going to discuss about the topic ” Approval Flow in Expense reports “. Even though the expense report is created it should be approved before sent it to the ledger or to…
Apptivo invoice app features makes its own way into your business environment. Our App amazes the customer with good out of range functionalities. Invoice payment terms have been reviewed and learnt the impacts that they had to get paid faster, which was overcome using our invoicing software. With our new launched version of v6, customer…
As you all know!! In accounts the three important golden rules plays a vital role. All the entries are made only with the help of those real, nominal & personal accounts. These three things revolves around the two main keywords that is credit & the debit. The money can either be debited nor be credited…
Admirably, we are getting a positive reviews from customers for our Expense Reports App. Our features helps the customers in all possible ways. We have already shared some blogs & documents to explain more about this app. However, we have some more interesting features which needs to be discussed in detail to make a progressive…
Apptivo generally helps to track the database and financial information of the business and drives them to the success path. We have 50+ apps and which are internally integrated with one another. Let’s elaborate on how our apps will be used in the carpenter’s industry. Carpenter industry workflow Carpenter is the one who renovates the…
Well, we all know that opportunities app are mainly used to check the potential customers of the company. Here we are going to check how the sales executives are involved in this opportunities and how their performance is tracked using this. Performance Dashboard Sales performance analysis is the most important and essential feature for all…
In continuation to the invoices V6 features, we are going to discuss now the very interesting and amazing features, that are most commonly used by all invoice app users. Which are used to personalize the invoice page according to the user needs. ” Settings ” Features Default Invoice Lines: This option lets you to select…
Well! You would have heard that we have released the expense reports app with so much interesting features. All those features were completely designed to reduce the manual work. Still we are trying to implement many more amusing features to Apptivo’s Expense Management Software, to assist you in all your needs. Being the best expense…
