Release Notes as of FEB 15,2024

At Apptivo, our primary goal is to continuously improve system performance and address reported issues to enhance overall efficiency. In line with this commitment, we’re pleased to introduce new features designed to streamline your workflow. Additionally, our team has diligently resolved bugs to ensure a smoother user experience. We value your collaboration and feedback as we work towards making Apptivo a more robust and reliable platform. Thank you for your continued support in our journey to deliver exceptional service.

“Unlock sales Insights: Track Historical Weekly Opportunities with Apptivo’s Snapshot feature”

Introducing the Snapshot feature by Apptivo, a powerful tool designed to revolutionize how businesses capture and analyze their sales cycle. With Snapshot, users can seamlessly monitor changes and trends in opportunities over time, offering invaluable insights into their sales performance. Imagine having access to interactive data visualizations that provide a clear and comprehensive overview of your sales pipeline. With just a few clicks, users can track key metrics, assess performance against targets, and identify areas for improvement.

The Snapshot enables teams to make informed decisions and strategize effectively, whether it’s during bi-weekly sales huddle calls or day-to-day operations. By leveraging real-time data, businesses can optimize their sales strategies, drive growth, and stay ahead of the competition. Read More

Optimizing Financial Analysis in Your Sales Pipeline with Apptivo’s Matrix Table

we’re thrilled to unveil a game-changing feature that revolutionizes financial data analysis in your sales pipeline: “The Matrix Table with Quartiles.” Tailored specifically for sales pipeline evaluation, this dynamic tool integrates quartiles, a statistical concept dividing data into equal segments, to provide unparalleled insights into your pipeline’s dynamics.

This feature empowers sales teams to streamline decision-making processes, allocate resources effectively, and optimize pipeline health, ultimately leading to enhanced conversion rates and increased revenue generation. Experience the power of the Matrix Table with Quartiles in Apptivo’s Intelligence Dashboard and elevate your sales performance today! Read more

Bug Fixes

Our team has diligently worked to identify and resolve these issues, ensuring a smoother and more reliable user experience. With these bug fixes in place, you can expect improved functionality and efficiency across the board.

Estimates App:

• In the standard items table, the item description “Add Note” is not being correctly exported to the sheet, resulting in a blank entry instead.

• The auto-update toggle is turned on, but some of the estimate records are not being updated and are still displaying outdated information.

Follow-ups:

• The follow-up information has been exported, and values are present in the standard Status field, but they are not being exported to the exported sheet.

Opportunities App:

• The “Sort Range” button does not appear for the “Show All Data” table making it impossible to sort the opportunities.

Projects App:

• The updated contact name in the contacts app is not reflected in the projects app, which continues to display the old contact name.