Sign In
  • Logout
    Home  >   Articles   >  Vtiger Implementation wizard
    Articles in this section
    Authenticate Emails with SPF, DKIM, and SenderID Auto-forwarding your emails to Vtiger Automate Outgoing Emails in Email Settings Automation - Approvals Automation - Assignment Rules Automation - Multi-path Workflows Automation - Scheduled Workflows Automation - Scheduler Automation - Standard Workflows Automation - Webforms Automation - Workflow Action - Create Event Automation - Workflow Action - Create Records Automation - Workflow Action - Create Task Automation - Workflow Action - Invoke Custom Function Automation - Workflow Action - SMS Task Automation - Workflow Action - Send Mail Automation - Workflow Action - Update Fields Automation - Workflow Action - Webhook Automation - Workflows - Vtiger Expressions Configuration - Business Hours Configuration - Company Details Configuration - Consents Configuration - Customer Portal Maps in Vtiger CRM Configuration - Usage Details Configure Encrypted data fields in Vtiger CRM Configure Picklist Dependencies Considerations for Deactivating Vtiger Users Control Fields and Record Displays using Configuration Editor Create Reminders for Records and Inbox Create a field of a Grid type Customize your self-service portal theme using CSS styles Dealing with Currencies and Taxes Enable Desktop Notifications on Chrome Web Browsers Extensions - Extension Store IMAP Configuration - 2-way sync between Vtiger and IMAP providers Inventory - Payments and Subscriptions Inventory - Tax Management Inventory - Terms and Conditions Login to Vtiger on SSO SAML using ADFS Mailroom Functionality in Different Scenarios Manage Multiple Currencies Marketing & Sales - Forecast and Quota Settings Marketing & Sales - Pipelines and Stages Marketing and Sales - Deal to Project Mapping Marketing and Sales - Lead Conversion Data Mapping Marketing and Sales - Profile Scoring Module Management - Labels Editor Module Management - Module Numbering My Preferences My Preferences - Calendar Settings My Preferences - My Tags My Preferences - Notification Preferences SAML Support in Vtiger CRM Set up Mailroom Settings - Configure Module Settings Settings - Create Dynamic Fields and Layouts Module Management - Creating a Relationship Between Modules Settings - Customize Records and Fields for your Business Settings - How to set email autoresponder to Webform submission? Settings - Left Menu Settings - Manage Global Picklists in Vtiger Settings - Set up your Support Team Settings - Start Up Page Settings - Working with Picklist Values Module Management - Module Builder Support - SLA Policies Troubleshooting Login Issues Unsubscribe your Email User Management - Authentication User Management - Encrypted Field Access Logs User Management - Groups User Management - Login History User Management - Profiles User Management - Roles User Management - Settings Log User Management - Sharing Rules User Management - Users User Management - Vtiger Support Access Vtiger Buzz - Chrome Extension for Notifications Vtiger Language Support Websense - Trackers Websense - Widgets Formula Fields Configuring 2-Step Verification & Creating App-Specific Password Settings - Personalize Module Layouts Automation - SMS Reply Actions Module Management - Module Layouts & Fields Configuration - Storage Guard Adding a local DNS Entry Adding Additional Hidden Fields to a Webform Configuring Dependent Fields and Blocks for Modules Duplicate Prevention in Modules Module Management - Modules

    Vtiger Implementation wizard

    B
    Bindu Rekha Babu
    21 Sep, 2020 - Updated 1 year ago
    Table of Contents

    Introduction

    The Vtiger implementation tool helps you to track the level of implementation of Vtiger. Vtiger scores you for every task completed in the CRM and displays the score. Use these scores to know what more you can do to make Vtiger work for your business.

    Implementation wizard for Admins

    As an admin, you will be able to view:

    1. Current Implementation progress bar - Shows the implementation score based on completed tasks
    2. Edition specific Implementation tracks
      1. Sales edition - Sales Track 101, Sales Track 102
      2. Support edition - Support Track 101, Support Track 102
    3. My learning wizard - Shows all the tasks you need to learn along as a user
    4. Task card - Each feature card includes a small description and a link to related article and video.
      • You can mark the card as done after reading or skip to read later.
      • Have a doubt? Click on ? mark to send your query to Vtiger Support.
      • Click on Show all tasks button to view, all the tasks relevant to the Track.
        • Filter to view All, Open, Completed, or Skipped tasks.
    5. View user learning board - View the learning progress score of all the users.
      • This button appears only for Admin and Team managers.

    alt-text

    Learning wizard for non-admins

    As a non-admin or end user, you can view all learning tasks card along with the progress score.

    Note! If a user completes reading all the tasks and the score reaches 100%, then the Score button is moved under Help section. You will view the score button back to its position only if any new feature is added.

    Was this article helpful?
    0  out of  1  found this helpful.
    Comments 0
    Be the first to comment
    Home
    Privacy Policy
    Terms of Service
    Security Center
    Policy & Legal Center
    Contact Us
    © Copyright 2022 Vtiger. All rights reserved.
    Powered by Vtiger