With various CRM systems in the market, it is your foremost responsibility that you choose the best app for your business. All users who sign up with Apptivo will get access to all kinds of 50+ business apps. These apps can suit any business size, whether small, medium or large. Apptivo has an array of…
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Email Signature Sync
Coming Soon… Email Signature Sync was last modified: September 7th, 2012 by kdevarakonda
Enable Secure Contact Sharing
If you do not wish all employees to have access to every contact, you will need secure contact sharing. Secure sharing works by assigning contacts to employees or teams, and restricting access so only these assignees can share the contacts. When this mode is enabled, access is still provided to administrators and managers. Anyone who…
How do I Create a new Investor?
When creating an investor, keep in mind the information you enter will be related to the business entity providing the investment, not the individual. At the bottom of the creation page, you’ll be asked to enter information for your primary contact for this investor. Back to Getting Started page. How do I Create a new…
