Get an overview of the primary operations carried out in the Customers app of Apptivo CRM in a comprehensive manner. The Customers app is a database of all the information pertaining to your customers along with documentation on the smallest interaction.
In this user guide, we will walk you through various actions that can be performed within the application.

  1. Create Customer
  2. Edit Customer
  3. Delete Customer
  4. Search Customer
  5. Customer Collaboration
  6. Bulk Actions