Vtiger521:User Manual

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This documentation applies to vtigerCRM 5.2.1

1. CRM Basics

CRM Functions
Common CRM Terms & Concepts

2. vtigerCRM Product Overview

Sales Force Automation
Marketing Management Features
Customer Service/Support Feature
Inventory Management Features

3. Getting Started with vtigerCRM

Before You Begin
Logging Into vtigerCRM
Changing Password
Changing Date Format
User Interface Overview
Accessing Different Modules
Preferences
CRM Home Page
Home Page Content

4. Sales Force Automation

Sales Process
Managing Leads
Navigating Leads
Searching Leads
Create Leads
Importing Leads
Associating Leads with Other Records
Sending Emails to Leads
Creating Mail Merge Documents
Exporting Leads
Converting Leads
Deleting Leads
Managing Accounts
Navigating Accounts
Searching Accounts
Creating Accounts
Importing Accounts
Associating Accounts
Creating Mail Merge Documents
Exporting Accounts
Deleting Accounts
Account Hierarchy
Managing Contacts
Navigating Contacts
Searching Contacts
Creating Contacts
Importing Contacts
Associating Contacts
Creating Mail Merge Documents
Sending Emails to Contacts
Exporting Contacts
Deleting Contacts
Managing Potentials
Sales Pipeline Chart
Navigating Potentials
Searching Potentials
Creating Potentials
Importing Potentials
Associating Potentials
Exporting Potentials
Deleting Potentials
Managing Quotes
Converting Quotes
Managing Invoices
Recurring Invoice
Managing Sales Orders

5. Marketing Automation

Managing Campaigns
Navigating Campaigns
Searching Campaigns
Creating Campaigns
Associating Campaigns
Changing Campign Owner
Delete Campaigns
More Information
Email Marketing
Email Templates
Custom Fields In Email Templates
Email Tracking
Marketing Leads Management
Price Books

6. Customer Service / Support Management

Services
Service Contracts
Managing Customer Tickets
Knowledge Base

7. Inventory Management

Products
Product Bundles
Product Re-Ordering
Purchase Orders
Vendors
Assets

8. Reports & Dashboards

9. Calendar

To Do
Events
Meetings
Deleting Activities
Notifications
Custom Events In Calendar
Custom Fields In Calendar
User Filters In Calendar
Popup Reminder

10. Webmail

11. Documents

12. Other vtiger CRM Features

Export & Import of Data
Asterisk Integration
Gmail Bookmarklet
Recycle Bin
Project Management
SMS Notifier
Custom Filter
Detail View Navigation
Duplicate Merging
Mass Edit
Role Based Custom filters

13. PBX Manager(Asterisk)

14. Administration Tools

Access Control
Layout Editor
Blocks
Fields
Picklist Editor
Tooltip Management
Module Manager
Outgoing Server
Backup Server
Workflow
Configuring Cron Job
Mail Converter
Field Formulas
Multi Currency
Module Sequence Numbering
Disable Email Notifications
Personal tools