Apptivo provides complete Customer Relationship Management functionality through its Sales Module. Accounts section is used to create and manage customer accounts for the organization. An Account contains the customer information such as name and address. Each account can be associated with other records such as Contacts and Opportunities.

1. ApptivoCustomer Relationship Management Capabilities Sales Module – Managing Customer Accounts

2. Agenda Introduction Sales Module Menu Sales - Accounts April 22, 2010 2

3. Introduction Apptivo provides complete Customer Relationship Management functionality through its Sales Module. Sales module allows Lead Generation and Management, Opportunity Conversion, Accounts and Contacts Management, Order Placement, Order Scheduling, Shipping, Invoicing. April 22, 2010 3

4. Sales Module Menu April 22, 2010 4

5. Accounts Accounts section is used to create and manage customer accounts for the organization. An Account contains the customer information such as name and address. Each account can be associated with other records such as Contacts and Opportunities. April 22, 2010 5

6. Accounts : Dashboard April 22, 2010 6 New Accounts can be created and existing accounts can be viewed from Accounts: Dashboard. Click to view all available lists Click to upload multiple accounts

7. Create Account April 22, 2010 7 Fill in all the necessary fields and save the information to create the Account.

8. View Account April 22, 2010 8 Existing accounts can be viewed by clicking on the account name in Accounts: Dashboard

9. View Account April 22, 2010 9 Contacts, Leads and Opportunities can be created for an account. These can be viewed under the basic info tab of an Account.

10. View Account April 22, 2010 10 Sales personnel can upload agreements, create Activities, take notes & upload documents for each Account. A variety of activities are available

11. Conclusion Apptivo Sales Module can be used right from the sales prospecting stage to taking orders from customers Apptivo lets users create and manage customer accounts and contacts April 22, 2010 11

12. Thank You April 22, 2010 12 Client Confidential