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Vtiger

Vtiger is the CRM platform that Frontier uses. 

In these section, there are some basic functions that you will learn to use. 

 

Using Vtiger

Basic functions

CRM platform

Navigation Menu

Add Contacts, Organizations, Events, Tasks etc.

Creating & Managing Lists / Filters

Exporting the records from Vtiger (CSV File / Excel)

Prospecting Calls

Office 365 integration with Vtiger CRM

Basic Navigation

Vtiger: Workflow Organization

This section is important to review for everyone who is being introduced to Vtiger, regardless of the department you work in.

What You Will Learn in this Section:

  • How to add a Contact
  • How to add an Organization
  • Opportunities
  • Calendar Events
  • Client interaction forms
  • Exporting the records

How to add a Contact, Organization, Opportunity, Event & Client interaction Form

Creating & Managing Lists/Filters

How to Configurate your Navigation Menu

How to Export records from Vtiger to CSV / Excel File

Vtiger for Sales

This gives you helpful tips to using Vtiger from a sales perspective.

What You Will Learn in this Section:

  • Learning item 1
  • Learning item 2 

Using Vtiger for Your Prospecting Calls

Using Vtiger for Marketing

This section gives you guidance to using Vtiger from a Marketing perspective

What You Will Learn in this Section:

  • Learning item 1
  • Learning item 2 

Getting sales to check off the right categories for Mailing lists 

Creating a List – Customise Vs All Conditions

Measurements of Events in Vtiger

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