Authenticate Emails with SPF, DKIM, and DMARC Auto forward your emails to Vtiger Managing User Profiles Automate Outgoing Emails in Email Settings Automation - Approvals Automation - Assignment Rules Set up Multi-path Workflows Creating a Scheduled Workflow Automation - Workflow Scheduler Workflows in Vtiger CRM Vtiger Webforms Set up a Workflow Action to Create Event Set up a Workflow Action to Create Records Set up a Workflow Action to Create Task Set up a Workflow Action to Invoke Custom Function Set up a Workflow Action to Create an SMS Task Setting Up a Workflow Action to Send Emails Workflow Action to Update Fields Automation - Webhook Workflow Automation - Expressions Workflow Configuring Business Hours Configuration - Company Details Configuration - Consents Configuring the Customer Portal Maps in Vtiger CRM Configuration - Usage Details Configuring Encrypted Data Fields in Vtiger CRM Configure Picklist Dependencies Considerations for Deactivating Vtiger Users Configuring Field and Record Displays Create Reminders for Records and Inbox Creating a Grid Field Type Dealing with Currencies and Taxes Enable Desktop Notifications on Chrome Web Browsers Vtiger CRM Add-ons IMAP Configuration - 2-way sync between Vtiger and IMAP providers Setting up Autopay & Payment Gateways Inventory - Tax Management Inventory - Terms and Conditions Login to Vtiger on SSO SAML using ADFS Mailroom Functionality for Different Scenarios Manage Multiple Currencies Marketing and Sales - Deal to Project Mapping Lead Conversion Data Mapping Marketing and Sales - Profile Scoring Using the Module Label Editor Configuring Module Numbering Configure My Preferences Feature My Preferences - Calendar Settings Tags in Vtiger My Preferences - Notification Preferences SAML Support in Vtiger CRM Vtiger Mailroom Configuring Module Settings Configuring a Relationship Between Modules Settings - Left Menu Configuring Global Picklists in Vtiger Settings - Set up your Support Team Settings - Start Up Page Configuring Picklist Values Configuring Modules Using Module Builder SLA Policies in Vtiger Troubleshooting Login Issues Add-Edit Unsubscribe Links in your Email Template 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 Setting Up Websense Trackers Vtiger Websense Widgets Creating Custom Modules in Vtiger CRM Configuring Dependent Fields and Blocks for Modules Formula Fields Configuring App Passwords for Gmail Outgoing Server and Yahoo Mail Customizing Module Layouts Configuring Module Layouts & Fields Auto forward Emails from Microsoft Office 365 Automation - SMS Reply Actions Duplicate Record Prevention in Vtiger CRM Generate and Manage Third-party App Passwords in Yahoo Configuration - Storage Guard Customizing your Self-Service Portal Theme Using CSS Styles Adding Hidden Fields to a Webform Login Page Customization Creating Custom Filters Adding a local DNS Entry

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.

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.