Business Configuration

Business Configuration

 

Begin personalizing the CRM by adding all your business info and uploading your logo.

Collaboration

As the admin of the firm, you have the ability to control which activities – calendar, tasks, emails, call logs, etc. – are accessible to your employees. You have total control over the business setup. 

App Store & Employee Roles

Decide which apps you need and add them from the App Store if you do not already see them. Each employee will need to add their own apps from the App Store as well.

If you see “Access Denied,” that means your employer needs to grant you the appropriate roles for those apps.

G Suite Integration

Do you have a G Suite account? You can sync your Google contacts, calendar, tasks and docs with Apptivo. Apptivo & Google helps bring running your business more efficiently by integrating the various applications you use daily.

• Google Contacts sync
• Google Calendar sync
• Google Task sync
• Google Drive