Contacts App by Apptivo, Inc.
www.apptivo.com
CONTACTS APP
CONTACTS
• Please click on the Contacts icon found from the list of Apps which will be displayed.
• If you are not able to see the Contacts icon, scroll and see the next set with the scroll
arrow.
• If the Contacts App is not found by default, go to App store from where you would
be able to add this App.
• On clicking “Contacts” you can see the contacts dashboard. click “create” for
creating new contacts field.
For further assistance in Video please check our YouTube video by clicking on the link
Contacts Map gives a clear idea of how the
Contacts App is integrated with other Apps.
1. Shows how opportunities, suppliers
Customers and Employees are integrated
with contacts.
2. Shows how it is connected to customers
and take order tasks .
3. Shows how it follow up with other tasks
and appointments.
Overall this is a clear map on how Contact
App is connected to all other Apps in
Apptivo.
Once you click on the green “Go to Contact
App” will take you to the App.
To create contacts
On clicking create ,the window will suggest to add basic contact
information which consists of only 4 fields. Once saved this will be added
to your contacts.
To upload Contacts
You could upload contacts into your contact database.
On clicking Upload Contacts ,the window will suggest to upload the
templates of contact lists.
On clicking download Apptivo will provide you a format excel sheet in
which you could input all details you need.
Once you input the mandatory fields into the downloaded excel sheet
save it in your desktop.
Click on browse and select the file which you created and saved with all
contact details using the sheet which you downloaded.
Once you select the document press “Upload” and this will start
uploading the contacts.
You would be able to see the progress on upload under “Upload History”
To import Contacts
Click on “Import contacts” ,the window will suggest to import the contact
lists from google or yahoo.
Click on one of the mail service provider either “Gmail” or “Yahoo”
Log in to Gmail or Yahoo using your Gmail or Yahoo credentials and
import the contacts from the address book in Gmail or Yahoo..
Contact Detail
The above information is brought to you by Apptivo, Inc.
Contact Us:
support@apptivo.com
983 Corporate way
Fremont, CA
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