You are here: Open Source CRM > Training > Online Training > 
DeutschEnglishEspaniol
Hotline: +49 (0) 800 1 745 745

Advisory Service

+49 (0) 800 1 745 745 
       Call toll free!*
       *within Germany only

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