The Notes activity of Apptivo is a powerful collaborative tool that enables employees to keep track of even the smallest interaction associated with a particular lead, prospect, or customer. With Apptivo being a cloud suite of 65+ applications, it is crucial to keep the applications integrated. This can be achieved through the association of records from multiple apps.
The Notes activity is not only available as a standalone application, but it is also present as a separate tab in the overview of records in all solutions of Apptivo.
Instant Access
Log into your Apptivo account and go to the Notes from the Left Navigation Menu Bar on the home page to redirect to the Notes activity.
Notes Management was last modified: August 6th, 2021 by