If you are new to CRM (customer relationship management) or sales force automation, you may not be familiar with the terms “Lead” and “Opportunity”. In this post, we’ll break down the difference between lead and opportunity, and how to properly configure your apps in Apptivo’s online CRM solutions. Keep in mind that every business will…
This post will explain how to install the Apptivo Contact Sharing app from the G Suite marketplace, then enable it to sync contacts within your firm. This sequence will allow all contacts to be shared with all employees at once. If you require advanced level permissions, where certain contacts are restricted for some employees, you’ll…
What is an installable demo? An installable demo is an Apptivo feature that allows you to automatically create example customers, employees, and projects. This feature is great for new users who are looking to test Apptivo features, or learn how Apptivo can be used for their business. What data is created, can I delete it?…
This week we focused on several different items. The largest change to Apptivo this week is related to our new paid plans, Professional and Enterprise. These new plans complete our offerings to allow the perfect set of features for any type of business. From a micro business just getting started, all the way up to…
The Question: I run a heating & HVAC repair company and need a solution to manage our work orders. I took a look at the Service Work Orders App, and it seems to be what we need, but it doesn’t quite work right for our company as-is. How can I customize the app so it…
The Question: I have taken a look at the configure section for the Cases App, but I was wondering if someone could please explain what these settings do? The Answer: Sure! Due to the simplicity of the Cases App, there is actually only one setting available that you’ll need to customize. For this app, you…
The Question: I’ve started using the Leads App, but I haven’t done any sort of configuration. Could someone explain how to configure the app, and what might help me manage my leads better? Any help is appreciated! The Answer: The leads app has several groups of configuration settings that allow you to adjust the way…
The Question: I’m just getting started, and understand that uploading customers is one of the first tasks I need to take care of. Before I start entering all of my customers, I would like to make sure the app is configured well. Could somebody please explain the various configuration options, and how to work with…
The Question: I am a project manager at a medium sized firm, and I’m interested in using the projects app for managing our projects. What options do I have to customize this app, what should I change before we start entering projects? The Answer: The projects app has several groups of configuration settings that allow…
The Question: I have read about the Invoices App, and its ability to send an email to customers so they can pay instantly online. How do I go about getting my application set up to do this, where can I enter my Paypal information? The Answer: This is a bit of a loaded question, so…
