How do I create custom Lead Source for Leads in the Sales module?
To create custom lead source for leads in the sales module, please follow the steps given below Login to your Apptivo account by using this link www.apptivo.com/site/applogin/ Navigate to Sales...
View ArticleDemo of Custom Lead Ranks for Small Business CRM
The use of CRM software is essential to any small business. Sales managers and business owners need to properly indicate the quality and importance of sales leads to their staff. Apptivo allows you...
View ArticleDemo of the Custom Sales Lead Sources for Small Business CRM
If you are a small business, you need to make sure to track where your sales leads are coming from. Apptivo makes it easy to configure your own custom CRM system and define the lead sources that your...
View ArticleHow to Import Sales Leads to Apptivo from a Spreadsheet or CSV File
Small Businesses are usually forced to source sales leads from third party sources in order to build their client base and get their company off the ground. Apptivo allows you to easily import large...
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