Vtiger CRM: How to set up your Outgoing Server

Every business needs to send out mails to its customer. Vtiger allows you to send mails directly from the CRM to your Contacts (Leads, Accounts etc.) to make this process streamlined. To send mails from vtiger, you first need to configure the Outgoing Server section with your SMTP details. To do this, click on the

Vtiger CRM: Creating Custom Filters

In vtiger modules, you can see the list of records with some predefined fields in each module. This comes as a default feature. Note – In this guide, we will use the Leads module as an example, but the features remain constant across other modules.   If you refer to the above image, you can

Vtiger CRM: How to Import your customer data

In CRM systems there are various modules like Leads, Contacts etc for which the data comes from outside sources. Inserting this data into the CRM manually can be a very tedious task. Vtiger offers an Import action which lets you upload bulk data into the system from CSV or VCF files. Note: For this tutorial

Vtiger CRM User Managements

Vtiger has two types of users – admin (or super users) who have access to everything and can create other users – other is standard users who have limited access and whose access rights can be decided by the admin users. There is a Manage Users section in vtiger where you can view/create/edit/delete users. You

Vtiger CRM Picklist Editor. Customize your dropdown fields

Picklist fields in vtiger are nothing but dropdown fields. They can be single select dropdowns or multi selects. Additionally vtiger allows you to restrict the picklist values by role making it very flexible. Creating a Custom Picklist Field To create a new custom picklist field, you need to go to the layout editor and create

Vtiger CRM Layout Editor. Adding and removing Fields and Blocks

The modules in Vtiger come with a default minimal set of fields. But each business is different and requires custom fields for their individual workflows. Vtiger provides you the option to create new fields/blocks and also to change the placements for the fields/blocks so that you can customize the module UI to your business needs.

Vtiger CRM Module Manager – How to import, enabled and disabled modules

Vtiger is written with extendibility in mind. The object oriented design breaks the CRM into small sections called “Modules” which are a way to segregate data. Vtiger also allows you to create new modules and/or update the existing ones easily using the “Module Manager” interface.   You can perform different actions like importing new modules,

Vtiger CRM: How to enter your Company Details

As a CRM user, you will need to upload your company information from time to time. This might be needed when sending mails, or creating Invoices with your company logo/address etc. Vtiger provides a way to do this from under the CRM settings. You need to be logged in as an admin user to make

How to visually manage your sales pipeline in Vtiger CRM

A Kanban tool is great for helping you get a clear overview of your processes. Its visual approach makes it a useful resource in every field of work. But Kanban is not new. Kanban for sales is not new, the Kanban board are usually called sales pipelines. The sales pipeline is a systematic and visual

How to measure and improve Vtiger CRM user adoption

  So, you’ve successfully set up your instance of Vtiger CRM; you have invested money both in deploying and customizing your new CRM. But, how do you know if your CRM system is healthy? How do you know if your users are taking full advantage of your Vtiger CRM instance? One of the best ways