This 30 minute video is designed to help administrators to plan and configure the CRM apps in Apptivo. The video will provide a complete plan for selecting the right apps, defining your process, adding users, configuring the system, and importing your data.
The video moves pretty quickly, and does not go through the complete configuration. The focus is to help provide a plan, and demonstrate some basics of each step.
If you'd like a copy of the presentation used in the video, see here: http://bit.ly/2ktsUKm
After watching this, you could benefit from a few other videos that discuss configuration more in-depth:
Configuring CRM in 15 Minutes - • Apptivo - CRM Configuration in 15 Min...
All About Field Configuration - • Apptivo - Field Configuration
Using Sales Stage Activities - • Apptivo - Implement Sales Automation ...
Automating Processes With Triggers - • Apptivo Webinar - Automating Processe...
Managing Multiple Sales Pipelines - • Apptivo - Managing Multiple Sales Pip...
Configuring for Cold Calling - • Apptivo - Cold Calling Configuration
Create Email Notifications - • Apptivo - Smart Email Notifications S...
Sales Pipeline Reports - • Apptivo - Understand Sales Pipeline R...
Смотрите видео Apptivo - Getting Started With Apptivo CRM онлайн без регистрации, длительностью часов минут секунд в хорошем качестве. Это видео добавил пользователь Apptivo Inc. 08 Февраль 2017, не забудьте поделиться им ссылкой с друзьями и знакомыми, на нашем сайте его посмотрели 10,657 раз и оно понравилось 28 людям.