Understanding the Basics of CRM Views What is a CRM View? So, let’s start from the top. A CRM view is basically a way to organize and filter your data. Think of it as a custom lens through which you can see your customers’ information. You can create a unique experience by filtering out the […]
Step 1: Understanding Vtiger CRM Structure Familiarize Yourself with the Default Modules When I first started working with Vtiger CRM, I realized how crucial it was to get to know the default modules. These are the building blocks of the CRM system. From Contacts to Sales Orders, each module serves a unique purpose. Having a
Understanding the Basics of CRM What is CRM? Customer Relationship Management (CRM) is more than just software; it’s an approach to managing your company’s interactions with customers and potential customers. In my experience, a solid CRM system helps streamline processes and assures that your team is on the same page when dealing with leads or