Customization Application

Customize CRM Applications

Apptivo provides CRM applications to manage customers, keep records, tracking each and every activity. Different business fields having various set of process so based on business types you can customize Apptivo software. This software allows you to customize the applications based on your business. Let’s see about how to customize the Apptivo CRM Applications.

Customization

CRM application contains leads, customers, contacts, opportunities, and cases. Creating any customer details in the customers application. It contains many details like personal information, contact information, and address information etc. If you want to customize the customer creation page to easily design your own creation page just drag and drop all fields.

Master Layout

Using this master layout options to design creation page in CRM application based on your business requirements. In this master layout, many attributes are available on the right side of the application. Easily drag and drag needed attributes after completion of customization it reflected in your creation page.

List Layout

List layout allows you to customize the contacts of customers information. After creating customers details it shown in overview page, choose fields which are shown in overview page, social media information and business information.

Views

Views for fields displayed in the left navigation panel, configure your own needed option click Toggle ON or OFF based on your needs, it reflected on the homepage of the application.

Conclusion

Customers like to work on their style or based on business needs. So they like to work with the customizing application.