Instructie Videos : vtiger CRM On Demand

 
 
My Preferences & Company Details Update
 
Configure Personal Settings, such as Time Zone and Layout.
 
 
 
Customer Portal
 
Activating Portal Accounts for your customers.
 
 
 
User Administration
 
Overview of User and Role manipulation (including adding users).
 
 
 
Timestamped Comments
 
Using the Comments Feature.
 
 
 
Related List Enhancement
 
See related records for a given Lead, Contact, ...
 
 
 
SMS Notifier
 
Setup your SMS service account details to send SMS messages to contacts.
 
 
 
Company Details Update
 
Uploading your Company logo
 
 
 
Webform Configuration Editor
 
Create Leads and Contacts automatically from your website.
 
 
 
Create and Delete User
 
This video shows how to delete users so that future billing does not happen.
 
 
 
vtiger CRM Introduction (Part 2)
 
User Access Control using Roles and Profiles; Using Mobile app on IPhone / Android; Adding Extensions; Using Outlook plugin.

 

 
 
Thunderbird Plugin
 
Attach Thunderbird emails to CRM records, and Synchronize Thunderbird Contacts with vtiger CRM
 
 
 
User Creation on Invitation
 
Covers how to add users to vtiger CRM On Demand.
 
 
 
Outlook Plugin 2.0
 
Attach Outlook emails to CRM records, and Synchronize Outlook Contacts and Calendar with vtiger CRM
 
 
 
vtiger CRM Introduction (Part 1)
 
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.
 
 
 
My Preferences
 
Changing Theme, Language, Company logo, Announcement
 
 
 
Installing Extensions
 
Adding extension modules from Module Manager.
 



    
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