Open Source CRM
Online-Training
Within a 2 hour web training session, you will get a first overview of vtiger-CRM.
- How to access CRM
- How to configure my own setup
- Generate standard leads list
- Standard calendar view
- Quick menu overview
- Register organization
- Register customer contacts
- Export/Import customer data
- How to use the calendar
- Sales process - outline
- create lists, search in lists
We also explain some additional areas.
- Offers
- Orders
- Invoices
- Purchase Process
- Marketing
- Products
- Price lists
- Suppliers
- Reports and Analysis
- Customer portal
- User defined fields


