contacts App

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Contacts App by Apptivo, Inc. www.apptivo.com
CONTACTS APP
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• 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

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• Contacts Map gives a clear idea of how the
  Contacts App is integrated with other Apps.
• Shows how opportunities, suppliers Customers and
  Employees are integrated with contacts.
• Shows how it is connected to customers and take
  order tasks .
• 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.

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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.
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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.
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On clicking download Apptivo will provide you a
format excel sheet in which you could input all
details you need.
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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
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To import Contacts
Click on Import contacts ,the window will
suggest to import the contact lists from google
or yahoo.
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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..
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Contact Detail
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83 Corporate way Fremont, CA The Apptivo
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