Getting Started

Managing all the contacts related to your business requires a structured workflow mechanism. The vital function of the contacts in Apptivo CRM is that they can be used for customers’ acquisitions and procurement of products from the suppliers. Besides, you can also create personal contacts that are not related to any account. Be it Business-to-Business(B2B) or Business-to-Consumer(B2C) – The contact management process is simplified with the Apptivo Contacts app.

Quick Access

• Log into your Apptivo account and navigate to the CRM → Contacts app from the Universal Navigation Menu Bar to redirect to the Contacts app.