Opportunities & activities
Everything you need to know handling your opportunities and activities
Basics settings
Media files
Mail templates
Creating users
Opportunities
More features
Opportunities
In the opportunities area you can find all the registered opportunities from the mobile app.
You can filter the opportunities for any event using the “Select event”- or “Filter country” dropdown menus.
You can export all your opportunities as an Excel sheet for later import into your own CRM-system by pressing the “EXPORT AS EXCEL”-button.
Another option is to synchronize all your opportunities into your own CRM-system automatically although this feature requires our Business supscripction plan.
Log in on the VivoLead web interface and navigate to:
Opportunities
Activities
In the “Activities” area you will find all the activities created by all of your company app users.
You will see the activity type, the associated company, the due date, associated notes, the country and the email of the user who created the activity.
This activity list can be filtered using the dates or country.
The list of activities can be exported as an Excel sheet by pressing the “EXPORT AS EXCEL”-button.
Log in on the VivoLead web interface and navigate to:
Activities
Create users
More features
