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Introduction to Using Apptivo CRM End-User Overview

Introduction to Using Apptivo CRM - An End-User Guide

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Introduction to Using Apptivo CRM

End-User Overview

Agenda

1. Apptivo Overview

2. Navigating the System

3. Managing Activities

4. Searching & Creating Lists

Apptivo Overview

What is Apptivo?

Online software to help with daily business activities.

Access different “apps”, each app performs a different set of tasks.

Search & update individual contacts, deals, etc through the apps.

Central “My Agenda” to display all pending tasks.

Access From Any Device

Android/iOS Apps Apptivo.com Website Mobile Website

Your Same Email & Password Works Everywhere

Contacts vs Customers & Leads vs Opportunities

ContactsAny person you interact with for business purposes, whether they are a customer, vendor, or other contact.

CustomersB2B – The company/organization a contact works forB2C – Customers not always used. When used, they are the “Buying Party”, “Household”, or other grouping.

LeadsA potential customer that you have no existing relationship with. Purchased online, met at a trade show, submitted form on website, etc.

OpportunitiesA deal in the pipeline. Leads can be converted to opportunities once you begin talking. An opportunity is always linked to at least one contact and/or customer.

Navigating The System

Navigating the SystemThe home dashboard is the first page you’ll see after logging in.

1. The main navigation where you’ll see all of the apps you can access.

2. The left navigation allows you to manage “My Agenda and Activities”.

3. The right navigation allows you to manage business settings and rearrange or reorder the apps found in the main

navigation.

Customizing Your NavigationUser Name > Preferences > Customize Home

1. Go to “Preferences”.

2. Click on “Customize Home” from left navigation panel.

3. Rearrange the order of apps that you see in main navigation.

Navigating Inside an AppMain Navigation > Customers App

Inside of each app there is a standard set of components to help you navigate, starting with the app header bar.

On the right of the app header bar you will find:

• App Home Page Link

• Reports

• App Utilities

• Search

Navigating Inside an AppMain Navigation > Customers App

Below the header bar are the left navigation and search results. The left navigation lets you create new records or filter

existing data (standard and custom views). Any view or search will display results in the page center.

Here you can also perform bulk actions, change columns (list layouts), and save custom views.

Navigating Inside an AppMain Navigation > Customers App

Below the header bar are the left navigation and search results. The left navigation lets you create new records or filter

existing data (standard and custom views). Any view or search will display results in the page center.

Here you can also perform bulk actions, change columns (list layouts), and save custom views.

Viewing a Customer – Side PanelMain Navigation > Customers App > Click a Customer

There are two ways to view a record: Side Panel & Detailed View.

The side panel allows you to view the basic details of a record and perform activities without leaving the page.

When viewing a list of search results, click anywhere within a row to open the side panel for that record.

Viewing a Customer – Detailed ViewMain Navigation > Customers App > Search Results

The detailed view is designed to offer a complete history of details, including related records, activity history, communication

logs, and any notes or documents associated with the record.

When viewing a list of search results, click on the “More” (…) icon found in the actions column on the right.

This loads the detailed view (shown on next slide).

Viewing a Customer – Detailed ViewMain Navigation > Customers App > Customer Detailed View

The detailed view has tabs across the top to navigate all details of the record, in the case of a customer you’ll see:

1. Common business tools (activities)

2. Basic information of the customer

3. Current owner of the customer

4. A list of contacts at the organization

Managing Activities

Activity Management OverviewMain Navigation > Customers App > Customer Detailed View

The detailed view’s “Common business tools” are features available in every app. By having one central method to manage

activities, it makes your daily process easy. You access the system in two frames of mind:

1. Work on all previous tasks & activities you’ve set for yourself (or assigned to your by a colleague)

2. Work on a specific task (create a contact, cold call a list, analyze current pipeline, etc)

In the first scenario, we have a central “Agenda”, which lets you view activities scheduled from anywhere in the system.

In the second, we’ll go to a specific app to perform a task (covered in next section)

Common business tools

360 View – Locate data in other apps

News Feed – Complete history

Activities – Events, Follow Ups, Tasks

Communication – Call Logs, Emails

General Information – Notes, Documents

Searching & Creating Lists

Searching for InformationMain Navigation > Customers App > Customer Detailed View

There are two ways to Search for records:

Simple Search and Advanced Search

1. Simple Search

Enter keywords to search across all fields.

Click on “Lens” icon to retrieve the result.

2. Advanced search

Click the arrow in the simple search field

Search within 1 or more specific fields.

Click on “Lens” icon at the bottom of the panel.

Thank You!YouTube.com/Apptivo