automation
VTiger Workflows Can Accomplish A Wide Range Of Tasks According To Your Directions
April 10, 2016
Article
Are you upset because of all the workforce and resources are being consumed by some data entry and other manual task? Spare yourself the tension and manage the tasks by creating Workflows in Vtiger 7 CRM. Workflows can enable automatic emails, updating profiles, sending alerts, and refreshing data for your company. This productive tool will also help ease your mind so that you can make room for other important things, lunch with the kids, for instance. It is actually quite simple to make workflows. It takes three simple steps: There are several actions you can execute on selected modules including email management, producing new records in different modules, upgrading fields, or task management. So selecting a module in workflow can accomplish a number of tasks. 1. Creating a New Workflow To setup a custom workflow in Vtiger 7 First of all click the Menu icon Then go to Settings And click Automation In Workflows, press
Stay At The Top By Using VTiger Email Converter, One Of The Most Intellectual Data Management System
March 27, 2016
Article
Since we are in the modern era, more and more regulatory requests are being confronted by our business groups now than any time in recent memory. Notwithstanding time spent offering, the normal deals delegate may now be solicited to spend upward from 10 hours every week on authoritative obligations that frequently, best case scenario in a roundabout way identify with genuine offering. Keeping up one client’s records takes normal of 2 hours a week, or maybe more. This includes mail management, internal correspondence and team gatherings, and can prompt genuine interferences and misfortunes in proficiency because of ceaseless errand exchanging. And it doesn’t get any easier. Competition is getting tough as companies are deploying better and efficient strategies every day. Just enhancing workers’ abilities is not enough nowadays. Something more is to be done. And Vtiger 7’s Mail Converter is the solution. Magic Trick Explained The efficiency is being enhanced
vTiger Customer Portal Demo
July 11, 2014
Article
Customer Portal VTiger Customer Portal is a controlled, private, and secure platform that allows your customers to interact with their related records in CRM as well as your team. The Contacts and Organizations can access their tickets, invoices, assets, product details and order information, calendars, and what not. It also allows the Portal users (Contacts and Organizations) to easily search, view, and edit their relevant information in the VTiger CRM. The Customer Portal also enhances customer relationships by providing access to complete and up-to-date information 24/7. The Customer Portal is convenient and relevant – it contains everything that customers need in one place online. Through the well-designed customer portal, we provide customers only to access to the modules and records that is needed. Features of Customer Portal Here is a list of some of the most prominent features of VTiger Customer Portal: Controlled and secure access to Customer data from