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General Training

General Training

In this 2-days lasting training session you will learn about the important contents of vtiger CRM and how you can use them efficiently in your company.

  • How to access CRM
  • How to configure my own setup
  • Generate standard view
  • Standard calendar view
  • Quick menu overview
  • Register organization
  • Register customer contacts
  • Export/Import customer data
  • How to use the calendar / Task
  • Sales process (outline)
  • Sales potentials 
  • Offers
  • Purchase process (outline)
  • Marketing
  • Products
  • Price lists
  • Suppliers
  • Lists

ADMINISTRATION TRAINING

in this session you will learn about the important information to the vtiger CRM Administration.

 

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