Vtiger521:User Manual
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This documentation applies to vtigerCRM 5.2.1
1. CRM Basics
- 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
- CRM Home Page
- Sales Process
- Managing Leads
- Managing Accounts
- Managing Contacts
- Managing Potentials
- Managing Quotes
- Managing Invoices
- Managing Sales Orders
6. Customer Service / Support Management
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
- 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
- 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




