The Onboarding feature allows you, especially beginners, to learn and set up Vtiger CRM. Accessible on all screens of the CRM, it provides timely assistance in the form of Search, Frequently asked questions (FAQs), and help documentation links.
The Onboarding process often begins when customers sign up for Vtiger CRM.
Admins or users with appropriate permissions create new user accounts and configure profiles in the CRM.
This is where the Onboarding feature comes in. Available as a question mark icon on all screens of the CRM, it helps new users learn about the CRM interface and use different features via FAQs. Users can use the Search option to list FAQs and related help documentation.
When you log in to Vtiger CRM for the first time, the system displays the above App Selection screen.
The various apps on the App Selection Page are:
After you select the app and click Get Started, you will land on that default landing module.
When you land on the default landing page, the following modules will be automatically pinned as Favorites for that module.
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Cards in the Onboarding feature refer to visual or digital cards used in the Onboarding process. They represent information, tasks, or steps in a structured and easily digestible format. These cards serve as a user interface element to guide individuals through their Onboarding journey.
Once you select the app, you will be directed to the particular module that displays these cards.
For example, If you choose the Sales app, you will be directed to the Contacts module, which is the default landing page. Here, you will find cards like Add Contact, Quick Guide to Contact Management, Add Custom fields, prevent duplicates, and so on.
The titles of the cards mention the actions you can perform by clicking the card. If you click the Skip option, the screen will close. The Guide icon you see on the on the top right corner of the screen is available in the following modules - Contacts, Cases, Leads, Tasks, Deals, and Products.
When you perform an action on a card, that card is updated as completed. For example, when you add a Contact, the Contact card is updated as Completed.
Based on the number of tasks you complete, the CRM updates the numbers within the brackets. And the percentage on the Guide will also be increased. The percentage represents the level of tasks completed and is updated beside the rocket symbol in the Guide icon.
Clicking on the Close icon (X) in Quick Start will let you exit or close the Onboarding feature. You can also click anywhere outside the tool to close the Onboarding feature.
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The following are the benefits of the Onboarding feature:
In this article, you will learn about:
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Onboarding | The Onboarding feature allows you, especially beginners, to learn and set up Vtiger CRM. |
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The Onboarding feature is available for Sales, Marketing, Help Desk, Project Management, and Inventory.
Follow these steps to access the Onboarding feature:
Let us now look at different Onboarding Components.
The Onboarding feature pop-up displays the following:
The Related FAQ section, by default, displays a scrollable list of FAQs for the specific module or the app the user is currently accessing in the CRM. For Example, if you are on the Dashboard page, the FAQs window displays FAQs related to the Dashboard. It helps answer any questions you might have about the Dashboard.
Clicking on the FAQs will display the question and the answer within the Onboarding feature window.
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Clicking the Knowledge Base Portal takes you to the Vtiger Knowledge Base, which lists various self-help documentation (Articles, as we call them) related to Vtiger CRM.
In the Knowledge Base, you can:
Clicking on Vtiger Academy navigates you to the LMS Portal, where you can take courses to understand the different features of Vtiger CRM.
Clicking Product Tour takes you to the pictorial representation of Sales, Help Desk, and Marketing features in Vtiger.
The Contact Management demo video is available in the Onboarding window.
The video is also available in the Contacts module when the user visits for the first time.
Displays the feedback page, where users can type in their concerns or provide feedback in the given input box.
It also allows users to upload files, videos, and screenshots by clicking the Browse button and finally submit the feedback by clicking the Submit Feedback button.
LMS Portal
Vtiger Academy
Creating FAQs
Creating Articles in Vtiger CRM