Basic Navigation in Vtiger CRM User Guide for Marketing User Guide for Support Managers User Guide for CRM Administration User Guide for Deal Management User Guide for Sales Managers User Guide for Project Management

New to Vtiger CRM?

Get started with Vtiger CRM to streamline your sales, support, and marketing processes. With its user-friendly interface and robust features, Vtiger offers efficient lead management, customer tracking, and automation capabilities. Experience improved productivity and customer satisfaction by harnessing the power of Vtiger CRM today.

Explore Vtiger's modules and settings to fine-tune your CRM. Follow these easy steps below to get started, customize your account, and set up your users. 

Note: If you encounter issues authenticating your Google email account or notice that schedulers are not running automatically, it may be due to using the same Google email address across multiple Vtiger instances (WS or .com). 

Google restricts multiple simultaneous authentications for security reasons, which can prevent proper syncing and automation. Follow these steps to restore access:

1. Open your Google Account Settings.
2. Go to Security > Third-party apps with account access.
3. Locate Vtiger in the list and remove all associated connections.
4. Return to your Vtiger instance and re-authenticate your Google email account.

After revoking and reconnecting, authentication should work normally, and schedulers will resume functioning automatically.

Register for 15 Day Free Trial

Unlock the potential of your business with a 15-day free trial of Vtiger CRM. Experience seamless sales, support, and marketing automation to boost productivity and drive customer satisfaction.

To register for a 15-day free trial, click here.

Logging in to the CRM

Once registered, simply use your username and password to access your Vtiger CRM account. Experience the power of seamless sales, support, and marketing automation at your fingertips.

To log in to the CRM, click here.

Start-Up Page

Upon your first login, you can conveniently set your key preferences on the welcome page. Customize your Vtiger CRM experience to suit your business needs and optimize your workflow right from the start.

To customize your CRM, click here.

Setting Up Company Details

Elevate your brand identity by personalizing your Vtiger CRM account. Add your company logo and relevant details to create a professional and customized CRM experience that reflects your business's unique identity.

To learn more about setting your company details, click here.

Choose Modules

Tailor your Vtiger CRM to your specific business needs by selecting the modules that align with your requirements. Choose from various versatile modules to optimize your workflow and enhance productivity, ensuring a perfect fit for your business.

To learn more about module management, click here.

Configure Fields

Take control of your data organization in Vtiger CRM by customizing field layouts. Disable, re-arrange, or create custom fields to tailor the CRM interface to match your unique data management preferences and workflow requirements.

To learn more about customizing records, click here.

Modify Picklist Fields

In Vtiger CRM, drop-down fields are referred to as picklist fields. Take advantage of the Picklist Editor to customize these picklist fields according to your specific needs. Modify, add, or remove options in picklist fields to align with your business terminology and data categorization.

To learn more about picklist values, click here.

Setting Up Users

In Vtiger CRM, users are individuals who can access the system. Grant permissions to users through Sharing Access and Profiles, allowing fine-grained control over their access levels and capabilities. Ensure data security and enable collaboration by defining user permissions based on roles and responsibilities.

To learn more about User Management in Vtiger CRM, click here.

Import Existing Data

Easily migrate large volumes of data into your Vtiger CRM account by importing thousands of records. Supported file formats such as .csv (comma-separated values) and .vcf (vCard) enable seamless data transfer, simplifying onboarding and enabling efficient data management within the CRM.

To learn more about importing data into Vtiger CRM, click here.

Create Custom Filters

In Vtiger CRM, leverage filters to easily categorize and differentiate records based on specific criteria. Effectively organize and locate desired records by applying filters, enabling streamlined data management and efficient information retrieval.

To learn more about creating custom filters, click here

Reference

To learn more about Vtiger CRM, check out the following articles:

• User Guide for CRM Administration
• User Guide for Sales Managers
• User Guide for Project Management
• User Guide for Deal Management
• User Guide for Marketing