Vtiger CRM Flash Training

Part 1 - Getting Started: Concepts & Tips

Concepts series (2 tutorials)

System Concepts
Business Concepts

Home Page series (7 tutorials)

Quick Tips series (7 tutorials)

Zoom In
Zoom Across
Drill Down
Drill Across
Attachments
Archive (to PDF)
User Preferences

Part 2 - Getting Started: Settings

Users & Access Management series (8 tutorials)

Users
Roles
Profiles
Groups
Sharing Access
Fields Access
Audit Trails
User Login History

Studio series (2 tutorials)

Custom Fields
Picklist Editor

Communication Templates series (4 tutorials)

E-mail Templates
Mail Merge Templates
Notification Schedulers
Inventory Notifications

Other Settings series (13 tutorials)

Company Details
Outgoing Server
Backup Server
Module Owners
Currencies
Tax Calculations
System Details
Proximity Server
Announcements
Default Module View
Migration Wizard
Inventory Terms & Conditions
Customize Invoice Number

Part 3 - Operations: Data Entry

Relationship Management series (3 tutorials)

Leads
Accounts
Contacts

Task Management series (4 tutorials)

Calendar
Activities
Calendar Sharing
Events and ToDos

Sales Process Management series (6 tutorials)

Leads
Sales Potentials
Quotes
Sale Orders
Purchase Orders
Invoices

Marketing Management series (1 tutorial)

Campaigns

Material Management series (3 tutorials)

Products
Price Books
Vendors

Part 4 - Operations: Value Generation

Working with Lists series (3 tutorials)

Customize Lists
Key Metrics
List Search

Categorization series (1 tutorial)

Tag Cloud

Real-time Messaging series (1 tutorial)

Chat Functions

Integrations Tools series (3 tutorials)

RSS Feeder
My Sites
Notes

Emails series (3 tutorials)

Sending Emails
Mass Mailing
Receiving Emails

Leads Processing series (3 tutorials)

Using the Leads List View
Using the Leads Detail View
Sending Emails to Contacts related to Leads

Potentials Processing series (4 tutorials)

Creating Potentials from Leads
Using the Potentials List View
Using the Potentials Detail View
Sending Emails to Contacts related to Potentials

Support series (3 tutorials)

Trouble Tickets
Help Desk
FAQ

Part 5 - Operations: Reporting & Analysis

Dashboard series (10 tutorials)

Views Selection
Report Types : Leads Charts
Report Types : Sales Charts
Report Types : Accounts Charts
Report Types : Products Charts
Report Types : Orders Charts
Report Types : Quotes Charts
Report Types : Invoices Charts
Report Types : Contacts Charts
Report Types : Tickets Charts

Reports series (3 tutorials)

Standard Reports
Report Generator
Report Outputs

Part 6 - Data Export & Import

Leads, Contacts & Accounts series (3 tutorials)

Common Basics
Data Format for Import
Hints for CSV and EXCEL Formats

Activities series (2 tutorials)

MS Outlook Plugin (Synchronizing Tasks)
MS Outlook Plugin (Synchronizing Calendar)

Miscellaneous Entities series (4 tutorials)

Products Import & Export
Potentials Import & Export
Export Notes
Export Emails

Synchronizing CRM with External Tools series (7 tutorials)

Thunderbird Extension (Synchronizing E-mails)
Thunderbird Extension (Synchronizing Contacts)
MS Outlook Plugin (Synchronizing E-mails)
MS Outlook Plugin (Synchronizing Contacts)
MS Office Plugin (Data Fields in Documents)
MS Office Plugin (Storing Templates)
MS Office Plugin (Creating Documents)

Part 7 - Customizing: End Users Zone

Customer Portal (CRM Side) series (3 tutorials)

Portal Users Creation
Trouble Tickets Resolution
FAQs Management

Customer Portal (Customer Side) series (4 tutorials)

Portal Log in
Trouble Tickets Submission
Trouble Tickets Status View
FAQs View

Customizing Reports series (5 tutorials)

Report Organization
Modify Existing Reports (Tabular)
Modify Existing Reports (Summary)
New Reports (Tabular)
New Reports (Summary)

Part 8 - Add-ons: Installation & Configuration

Thunderbird Extension series (3 tutorials)

Installation
Uninstallation
Configuration

MS Outlook Plugin series (3 tutorials)

Installation
Uninstallation
Configuration

MS Office Plugin series (3 tutorials)

Installation
Uninstallation
Configuration