Introduction to Using Apptivo CRM - An End-User Guide
- 1. Introduction to Using Apptivo CRM End-User Overview
- 2. Agenda 1. Apptivo Overview 2. Navigating the System 3. Managing Activities 4. Searching & Creating Lists
- 4. 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.
- 5. Access From Any Device Android/iOS Apps Apptivo.com Website Mobile Website Your Same Email & Password Works Everywhere
- 6. Contacts vs Customers & Leads vs Opportunities Contacts Any person you interact with for business purposes, whether they are a customer, vendor, or other contact. Customers B2B – The company/organization a contact works for B2C – Customers not always used. When used, they are the “Buying Party”, “Household”, or other grouping. Leads A potential customer that you have no existing relationship with. Purchased online, met at a trade show, submitted form on website, etc. Opportunities A 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.
- 8. Navigating the System The 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.
- 9. Customizing Your Navigation User 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.
- 10. Navigating Inside an App Main 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
- 11. Navigating Inside an App Main 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.
- 12. Navigating Inside an App Main 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.
- 13. Viewing a Customer – Side Panel Main 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.
- 14. Viewing a Customer – Detailed View Main 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).
- 15. Viewing a Customer – Detailed View Main 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
- 17. Activity Management Overview Main 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
- 18. Searching & Creating Lists
- 19. Searching for Information Main 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.