Configure Personal Settings, such as Time Zone and Layout.

Activating Portal Accounts for your customers.

Overview of User and Role manipulation (including adding users).

Using the Comments Feature.

See related records for a given Lead, Contact, ...

Setup your SMS service account details to send SMS messages to contacts.

Uploading your Company logo

Create Leads and Contacts automatically from your website.

This video shows how to delete users so that future billing does not happen.

Attach Thunderbird emails to CRM records, and Synchronize Thunderbird Contacts with vtiger CRM

Covers how to add users to vtiger CRM On Demand.

Attach Outlook emails to CRM records, and Synchronize Outlook Contacts and Calendar with vtiger CRM

Introduction; Adding Contacts and other records; Setting up custom lists; Adding custom fields; Managing Opportunities; Charts and Reports; Quotes and Invoices; Support Management and Customer Portal; Using Calendar; Home page.

Changing Theme, Language, Company logo, Announcement