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answers ask questions get answers from the experts login contact us products products crm help desk field service campaigns why apptivo why apptivo case studies case studies case studies reviews industries industries travel hospitality real estate retail wholesale manufacturing utility energy integrations pricing resources resources onboarding onboarding consulting services education education starter guide knowledge base product updates blogs user manual schedule demo try for free menu contact us login products crm help desk field service campaigns why apptivo case studies case studies reviews industries travel hospitality real estate retail wholesale manufacturing utility energy integrations pricing resources onboarding consulting services education starter guide knowledge base product updates blogs user manual schedule demo try for free submit a question type a question here submit cancel browse by solutions browse by solutions apptivo basics crm 101 helpdesk 101 financials estimates expense reports invoices receivables sales receipts ledger kit orders fund raising credit notes insurance tracker license tracker supplier payment xinnect project management projects timesheets crm customers contacts leads opportunities cases work orders human resources employees recruitment candidates teams holidays departments supply chain orders distributors inventory management suppliers shipping receiving purchase orders marketing loyalty management pricing promotions targets campaigns testimonials product management items requirements ideas patents collaboration documents web presence answers g suite office 365 mobile apps featured questions featured questions answered questions unanswered questions all questions how to configure the default font size for text description february 21 2024 10 57am by apptivo faq 1 answer share in this comprehensive guide we ll walk you through the simple steps to set your preferred font size and style effortlessly in the free text description field by following our eas more posted in myapps how to configure the matrix table in apptivo to effectively utilize quartiles for analyzing financial data within the sales pipeline february 14 2024 11 55am by apptivo faq 1 answer share in apptivo s intelligence dashboard the matrix table feature revolutionizes the analysis of financial data by introducing a dynamic tool tailored for sales pipeline evaluation cen more posted in opportunities app how to track the historical weekly opportunities pipeline using the snapshot feature in the opportunities app february 7 2024 12 25pm by apptivo faq 1 answer share apptivo provides a robust solution for businesses to capture and analyze the complete sales cycle with key data attributes facilitating the monitoring of opportunity changes and trends more posted in opportunities how to setup the portal for the partners for lead submission in apptivo january 17 2024 01 09am by apptivo faq 1 answer share imagine you re a company looking to expand your reach and generate more business leads your success depends on partners who can bring valuable opportunities introducing the partne more posted in leads app how to streamline data entry efficiency in apptivo crm december 4 2023 06 03am by apptivo faq 1 answer share in apptivo crm data accuracy is ensured through a systematic approach users are prompted to complete mandatory fields when creating or editing records across various applications ste more posted in myapps how to access and analyze the data table within the chart december 4 2023 05 54am by apptivo faq 1 answer share imagine you re analyzing a complex set of financial performance charts to unveil the data of the charts simply click the show data table icon to view the records beneath more posted in opportunities app how do i add the bill of materials in the orders app november 28 2023 11 40am by apptivo faq 1 answer share the bill of materials bom functionality within the apptivo orders app empowers you to seamlessly integrate detailed product structures configured in the items app into your orders le more posted in orders app how to customize cpq functionality in apptivo orders app november 20 2023 11 58am by apptivo faq 1 answer share apptivo provides you the ability to create and send the order to your clients it allows you to create a detailed database of an item with its list of raw materials and sub assemblies more posted in orders app how to enable the print pdf option in the opportunities app october 30 2023 01 17am by apptivo faq 1 answer share opportunities app allows you to print each opportunity information using the print pdf option on the overview page you can set your own criteria to view the print pdf option let s g more posted in opportunities app how to print pdf document in invoice app october 30 2023 01 15am by apptivo faq 1 answer share apptivo allows you to print invoice using the print web layout feature which allows you to create and print invoice layouts in pdf format within the application you can access a deta more posted in invoices how to create a pdf layout and print the record from the apptivo opportunities app october 30 2023 01 13am by apptivo faq 1 answer share the apptivo opportunities app is a versatile tool for managing all business related offering information to enhance your conversion prospects with apptivo you can easily generate pdf more posted in opportunities app how to print pdf document in opportunities app october 19 2023 12 32pm by apptivo faq 1 answer share apptivo allows you to print opportunities using the print web layout feature which allows you to create and print opportunity layouts in pdf format within the application you can acc more posted in opportunities app how to use the filter option in the associated object report in collaboration activities october 12 2023 12 50pm by apptivo faq 1 answer share apptivo s collaboration activities helps us to manage and control the quick actions of common activity of all the apps in the left hand menu views associated objects reports are used more posted in customers tasks how to generate associated object report in apptivo s cases app october 12 2023 12 48pm by apptivo faq 1 answer share associated object report in apptivo helps you to get filtered and more accurate reports for the activities related to the cases app mostly it helps to get the associated reports with t more posted in cases app notes how to use the filter option in the associated object report in cases app october 12 2023 12 47pm by apptivo faq 1 answer share associated object report in apptivo helps you to get the accurate reports with filters for the activities related to the cases app mostly it helps to get the associated reports with t more posted in cases app tasks view more questions company about us in the news blog partners program careers compare crm act zoho crm salesforce freshsales vtiger sugarcrm pipedrive more comparison support webinars product demo developer central product updates knowledge base applications case studies reviews apps certified copyright 2024 apptivo inc privacy policy terms and services data security share question share with facebook share with twitter share with linkedin cancel
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