The Question: How do I acquire an API key & Access key to access an Apptivo WordPress Plugin, or to build my own Apptivo application? Do I need to purchase anything, and where do I find the key? The Answer: Apptivo offers access to their API for developers (developers API) & business users who want…
Posts Tagged: set up your business
Can I import contacts from my existing email account?
Though there are many sources of business prospects, email being the widespread business communication is the most primary source. And bringing them into your system is the most essential and challenging task! Apptivo CRM seamlessly brings in your prospects instantly at ease. Yes! Apptivo has integrated directly with Gmail and Yahoo to make importing your…
How can I change the email address used to log in to Apptivo?
The Question: I originally registered for Apptivo using my personal email address but would like to change this so I can log in using my business email. I have already done all of my setup & configuration, so I don’t want to lose my information. Is there a way to change my email address, or…
Can I receive emails when changes are made to my Apptivo firm?
The Question: I have several employees working in Apptivo, and there is no way for me to monitor each app to keep up to date on the work they are doing. Is there any system to receive emails when my employees make updates to projects, leads, etc? The Answer: To address the need to receive…
How do I change my password to something else?
The Question: Sorry if this has already been asked before, but I cannot seem to locate the place to change my password. I gave out my password to someone else to use my login, but I need to change it now to keep everything secure. The Answer: No problem at all, we’re here to help!…
Where do I update my company phone number & address information?
The Question: I’ve been using Apptivo for a while, but my company has recently moved locations. In the process we acquired a new phone number, as well as changed the address of our headquarters. Where can I update business information in Apptivo so invoices show the correct information? The Answer: Your basic company information is…
How can I insert my company logo onto invoices?
The Question: I have seen that Apptivo allows you to have your company logo printed onto invoices, but I can’t seem to figure out how. What steps do I need to take to upload my logo and include in all invoices? The Answer: Including your logo on company invoices is actually automatic, once you upload…
What business applications will help my business run better?
The Question: First off, congratulations on taking the initiative to finally start using technology to make your business run more efficiently! While every business has different needs, We’ve pieced together a general guide that explains which apps are typically used for specific types of companies. The Answer: Attorney Auto Dealer/Repair Air/Heating Sales & Service Optometrist…
How do I access more applications?
The Question: So I just signed up for Apptivo, and see about 10 apps available when I log in. I know Apptivo has 50+ free apps, but how do I access them? The Answer: Once logged in, you see the list of available applications in your app dashboard. To customize this list of apps, we’ll…
What is the “app dashboard”, and how do I change the apps that appear?
The Question: I just signed up for Apptivo and keep reading about this “App Dashboard”. What is the App dashboard, how do I access it, and how can I change the apps that appear in my home dashboard? The Answer: The App Dashboard is the list of applications which you have access to, available across…
