Progress Bar

VTExperts sales intelligence tools

January 26, 2023
Article
The application of data, analytics, and technology to improve and enhance the sales process is known as sales intelligence. I revolve around the customer, market trends, competitors, and tools for monitoring and evaluating sales performance. The end goal of sales intelligence is to increase revenue by catering to customer needs in a better manner using informed decisions. In this article, we will look at how can you maximize sales performance with VTExperts sales intelligence tools Sales intelligence in CRM systems Integrate sales intelligence into the CRM system to analyze the information and track customer engagement. Especially, system admins can use it in CRM systems to organize customer data, so the sales team can target the audience more efficiently. Moreover, integrating different sales tools into the CRM system to provide a more complete view of the products to the customers e.g., marketing and sales campaigns, etc. Furthermore, sales intelligence provides CRM

Progress Bar – New Extension

November 6, 2018
Article
There’s barely anything this visual, easy, and practical in VTiger summary and detail views, as Progress Bar. It is designed to add more visibility and allow instant updates for the configured “progress” (stage/status) field.   Progress bar for VTiger 7 is displayed in the header of each record. The bar displays all values from a selected picklist as well as the current value for specific record. The values/stages are also clickable – where clicking a stage/status changes the picklist value – just like that. The record gets updated when user clicks on progress bar value.   Progress Bar for VTiger 7 can be configured on any module (as long as it has picklist field). The simplistic design allows users to easily see the stage the record is in and update with a single click.   Adding a Progress Bar to any module is pretty easy. You can simply go to

Add Progress Bar (Sales Stage) In Opportunities In VTiger 7

August 31, 2018
Article
Progress Bar Extension for VTiger  was designed to add more visibility and allow instant updates for the configured “progress” (stage/status) field. Progress bar is displayed in the header and is clickable (record gets updated when user clicks on progress bar value). Progress bar can be configured on any module (as long as it has picklist field).   How to Add Progress Bar Go to Menu > Settings > CRM Settings > Extension Pack > Progress Bar. Click on the “New Progress Bar” button to add a new progress bar.  Select a Module. Select the field you would like to display on the Progress Bar.  Turn this Progress Bar on or off and click on the “Save” button.  Here you can see the progress bar in the record. You can update the stage by clicking on the progress bar and it will automatically update the record.  For further help, contact us on help@vtexperts.com. We’ll be glad to be of
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