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We have added the Items of Interest tab to both the Leads and Opportunities App. You can also directly convert your lead to a contact, by clicking on the Skip to Contacts link found at the top right corner. Click on Convert to convert your lead to a customer. Lead details will be auto-populated in the Create Customer page. On clicking, Leads Conversion popup will be displayed, where you can convert the Lead to a Customer or Contact or Opportunity. To convert, click on the More drop-down found on the Leads Overview page -> Convert option. Leads App Conversion – Similarly, you can convert a Lead to a Customer or Contact or an Opportunity.Click on Create to convert your contact to a customer. Contact details will be auto-populated in the Create Customer page. To convert, click on the More dropdown found in the Contacts Overview page -> Convert option.įor instance: Click on To Customer. Contacts App Conversion – Your contacts can now be converted to a Customer or Lead.
Mac os update 2018 mac#
Apptivo Mac V1.0.1 brings in the following conversion options to your Mac OS:
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Select the required price list and it will be added to the customer.Ī notable feature in this release is the feature of Conversion.
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On clicking on the side drop down in the Price List field, Price List: Search & Select pop up will be displayed listing all the price lists created in the Pricing App. It is also possible to edit the Price List value anytime you require. This feature will now give you the ability to add the required price list for your customers in the Creation page. In this release, we have added the Price List field separately in the Customers App under the Additional Information section. On clicking, you will be displayed with New Lead Status popup as shown in the image below. You can do it instantly, by just clicking on the “ +” icon found at the end of the Lead Status field. Now this feature update gives you the ability to create new options at runtime.įor instance: Consider the Leads App, where you would like to create a new Lead Status. While adding options to a field, it will by default, list the values already created, allowing you to select a value. One of the cool updates in this release is the Add New option for all the Standard Fields present. To view other objects, click on More icon. Using this, you can view all your CRM objects (Leads, Contacts, Customers, and Opportunities) in one single dashboard.īy default, Contacts will be listed. It has been in the web version, and now it has advanced to the Mac OS. My Work Queue isn’t something new in Apptivo.
![mac os update 2018 mac os update 2018](https://miro.medium.com/max/1838/1*OGvQBNv_FjdSNmEYzM8dGQ.jpeg)
Mac os update 2018 mac os#
Items of Interest for Lead & OpportunityĪpptivo Mac OS Desktop: 1.0.1 Updates My Work Queue.Let us now walk through the complete list of new features and enhancements rolled out in Mac OS Desktop: 1.0.1 Get access to the latest version of Apptivo App from your Mac systems directly. Hello Everyone! In our attempt to keep you engaged and progress your business to stay productive, we have worked on yet another version of our app in Mac OS adding new features, giving you the ability to do more on the go. Apptivo Application Suite Browse All Applications.Mobile Solutions All-in-One Mobile ecosystem.
Mac os update 2018 software#