Now that you have a high level understanding of Apptivo, it’s time to start setting up your business! Here is a quick roadmap for you to follow to a successful implementation.
- Learn about Apptivo (Done!)
- Identify the right solution
- Pick one of the popular solutions from our community page
- Choose a starting point
- Focus on 2-3 apps to start, then add more from the app store
- Set up the business & add users
- Import your data & start using!
How do I get started with Apptivo step by step?
- Sign up as a new user or sign up with PayPal account.
- Enter the business information such as business name, location, contact number and set your preferred time zone.
- Choose the application bundle that you would like to access or work.
- Go to Employees App to create your users or import users.
- Give them App access, the users will receive an email with their username and password generated by App.
- Go to CRM to import your data such as leads, contacts, customers. If your requirement is for items then import items in Items app.
Getting Started was last modified: November 3rd, 2020 by