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Vtiger Academy 
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Natural Language Query (NLQ) 
Ask Calculus AI 
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Contact Sentiment 
Best Time to Contact 
Calculus AI for Email Assistant to Recommend Content 
Overview
Calculus AI - Your Smart AI Feature 
Vtiger CRM Mobile App 
Phone Calls Module Overview 
Deal Health - A Calculus Feature 
List View in Vtiger CRM 
Vtiger LMS Overview 
The Deal Room 
Maps in Vtiger CRM Mobile App 
Instagram Integration with Social Module 
Vtiger Cloud CRM - Pilot Edition 
Gmail Go-To Actions 
Short URL Feature 
User Guides
User Guide for Calculus AI 
Publishing a Course in LMS 
Using One View for Courses 
Publishing a Quiz 
Adding Questions to Exercises and Quizzes in LMS 
Responses, Reviews, and Score Allocation for Exercises and Quizzes 
Adding Questions to Fixed Type Exercises and Quizzes 
User Guide for Inventory Management 
Publishing an Exercise in the LMS 
Publishing a Concept in LMS 
User Guide for Support Managers 
User Guide for CRM Administration 
User Guide for Sales Managers 
User Guide for Marketing 
LMS Portal 
User Guide - Email Configuration 
All Articles
Quality Audit 
Phone Calls Generic API 
Subscribing to Vtiger CRM from Microsoft Teams 
Details View 
Calculus GPT FAQs 
Vtiger Marketplace 
Versioning Add-on in Vtiger CRM 
New Stock Management Settings Page - Advisory for existing customers 
Construction Add-on 
Platform
VTAP - App Creator 
Vtiger Add-ons Publisher 
Insights Designer 
Layout Designer 
Editions with Record Limits 
Service Desk
Configuring the Employee Portal 
Logging Employee Details 
Managing Internal Tickets 
Using the Employee Portal 
Expenses Module 
Getting Internal Ticket Insights 
New Stock Management Settings Page - Advisory for existing customers 
Marketing
Vtiger Marketing Campaigns 
Engagement Level 
Engagement Score 
Nice Score in Email Campaigns 
Creating a CNAME Record 
Improving Email Deliverability 
Email Campaigns for Marketing 
What is GDPR 
Why Vtiger Moderates Your Email Campaigns 
Configuration - Business Hours 
Email Sending Guidelines for Google, Yahoo and Microsoft 
Avoid your emails from landing in Spam 
Buy One-Time Credit for Email Campaigns 
Merge Tags in SMS Templates 
Website Tracking 
Creating a GDPR Compliant Email Marketing Process 
Sales
Check-in for field sales team 
Forecasts and Quotas 
Managing Quotes 
Deals Module in Vtiger 
One View in Deals 
Setting up Playbooks 
Appointment Pages in Vtiger 
The Deal Journey View 
Track Deal age and Case age 
What are Deal Revenue Line Items 
What are Email Sequences 
Deal Recommendations 
Vtiger Sales Insights 
Multiple Addresses 
Field Sales App 
Pricing Guidance 
One Growth Edition 
Field Sales Mobile App 
Gamification 
Custom domain 
Stock Reservation 
Stock Adjustments 
Purchase Returns 
Sales Returns 
Help Desk
Why Use Cases 
Creating Service Contracts 
Creating Articles in Vtiger CRM 
Configuring the Employee Portal 
Help Center 
Prioritize your Cases 
Using the Customer Portal 
Using the Partner Portal 
Generative AI Designer 
Configuring & Managing the Partner Portal 
Managing Customer Cases 
Cases Module in the Partner Portal 
Creating FAQs 
Getting Help Desk Insights 
Chatbot 
Getting Chat Insights 
Onboarding 
Essentials
Actions - Your Personal Assistant 
Adding Multiple Signatories with Esign Documents 
Contact Management 
Esign Documents Module 
Creating Approvals in Vtiger CRM 
Cut costs with Vtiger 
Managing Organizations 
Managing your Documents 
Managing your Events 
Managing your Tasks 
One View in Contacts 
One View in Organizations 
Phone Calls API Usage 
SMS Messages 
DMARC Records in Vtiger CRM 
Vtiger Inbox 
Reports and Analytics in Vtiger 
Lead Management 
Configuring SMS Gateways in Vtiger 
Live Chats in Vtiger CRM 
Creating your Dashboard 
Targets Add-on 
MMS Messages via Twilio 
Using the Calendar Page 
Inbox Troubleshooting Tips
Managing Quarantine Emails in Microsoft Outlook 
Whitelisting the Vtiger Domain in Office 365 
Whitelisting Vtiger IP Address in Exchange 2013, 2016, or Microsoft Office 365 
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Integration
Vtiger Integration with Asterisk 
Vtiger Integration with Knowlarity 
Configure SMPP SMS Provider 
Vtiger Integration with Telzio 
Facebook Integration with Live Chats 
Get insights using Power BI 
Google Contacts and Calendar Integration 
Google Drive Integration 
Dropbox Integration 
Vtiger Integration with Duocom 
Vtiger CRM Integration with Magento 
Mailchimp Integration 
QuickBooks Online Version Integration 
Microsoft Outlook Plugin Integration with Vtiger 
Office 365 Integration 
Olark Chats Integration 
QuickBooks Desktop Version Integration 
Stripe Integration in Vtiger 
Understanding DocuSign Integration 
Using Google Meet 
Vtiger Buzz 
Vtiger Enrich for LinkedIn 
Vtiger Gmail add-on 
Vtiger Gmail Plugin 
Xero Integration 
Zapier Integration 
Tally Integration 
Sage Business Accounting Integration 
2-way Sync with Yahoo 
WhatsApp Integration Overview 
Tata Tele Services Integration with Vtiger 
VICIdial Integration 
3CX Phone Integration with Vtiger 
Vtiger Integration with Exotel 
Vtiger Integration with Plivo 
Vtiger Integration with Twilio 
Vtiger Integration with Ozonetel 
Integrating Vtiger Webforms with WordPress 
WhatsApp Integration with IMI Mobile 
WhatsApp Integration With Clickatell 
WhatsApp Personal Number Integration with Vtiger CRM 
WhatsApp Integration with Ampala 
Integration between Pipedrive and Vtiger CRM 
JioMeet Integration with Vtiger CRM 
Using Webex Meetings in Vtiger CRM 
Microsoft Teams and Vtiger CRM Integration 
Exchange Connector Integration with Vtiger 
Twitter Integration with Social Module 
Integrating your Facebook Account with Vtiger Social 
WhatsApp Integration with WATI 
Telegram Integration with Vtiger CRM 
Twitter DM Integration with Vtiger CRM 
SMS Alert Gateway 
Using Zoom Meetings in Vtiger CRM 
Instamojo Integration with Vtiger CRM 
Instagram DM Integration with Vtiger CRM 
Google Lead Form Extensions Integration 
Facebook Lead Ad Forms Integration 
Kaleyra SMS Gateway Integration 
SMS Gateway Center Integration 
Basic Authentication Deprecation by Microsoft Exchange Online 
Microsoft Outlook Add-on 
Hosting a Knowledge Base Portal on your Website Using Custom URL 
Open Source FAQs 
WhatsApp Integration with Gupshup 
Managing your Google My Business Account with Vtiger Social 
IndiaMART Integration 
Telnyx SMS Integration with Vtiger CRM 
Vtiger CRM Bot in Google Chats 
Vtiger in Webex Spaces 
Configure PayPal to process your payments 
WooCommerce Integration with Vtiger CRM 
WhatsApp Integration with Wablas 
WhatsApp Integration with Twilio 
The Hunter.io Feature 
iRujul Integration with Vtiger CRM 
MYOB Accounting Integration 
Razorpay Integration 
Constant Contact Integration 
Clearbit Integration with Vtiger CRM 
Inventory
Adding Custom Fields to Inventory Module Line Items 
Approval Process for Quote Discounts 
Configure Authorize.net to process payments 
Creating and Managing Invoices 
Creating and Managing Work Orders 
Creating Credit Notes 
Creating Delivery Notes 
Creating GST compliant invoices for Indian Businesses 
Creating Price Books 
Creating Receipt Notes 
GST in India 
Products in Vtiger CRM 
Vtiger Services 
Logging the Details of your Vendors 
Managing Bills 
Managing Payments 
Managing Purchase Orders 
Managing Sales Orders 
Managing Subscriptions in Vtiger CRM 
Managing your Assets 
Vtiger Inventory Management 
Managing your Vtiger CRM Subscriptions & Billing 
Stockroom in Vtiger CRM 
Product Options 
Vtiger CPQ 
Summary Variables 
Product Rules 
Discounts 
Stock Management in Vtiger CRM 
Product Stock Update 
Product Stock Update Workflow 
Chart of Accounts 
Others
Access CRM data offline via Vtiger 360 
Accessing your Vtiger CRM data via OData feed 
Calendar View 
Capturing Emotional Journeys 
Closed States 
Customer Touchpoints 
Customizer 
Desktop Notification overview 
Exporting Data from Vtiger CRM 
Vtiger Feature Limits 
Glossary 
How do I scan a Business Card in Vtiger 360 mobile App 
IP Based Restriction 
Introduction to Kanban View 
Make the leap from Spreadsheets 
Merging Duplicates in Summary View 
Migration Timeframe and Process 
One View: Introduction 
Overview of Permission Usecases 
Performing Global Search 
Rest API Manual 
Managing your Vtiger CRM Subscriptions & Billing 
Vtiger 360 for Field Sales 
Vtiger 360 Mobile App 
Contact Roles 
What are Record-Level Analytics 
What are Sticky Notes 
Whitelisting Vtiger to Configure Gmail Inbox 
What is Quick Create 
Using Grid Edit in Vtiger CRM 
Embedding a Video URL 
Built-in Phone Dialer in the CRM with Plivo and Twilio 
Summary View 
QR Code in Vtiger CRM 
Internal Chat 
Details View 
Vtiger SAML application in Microsoft Entra ID 
Understanding Email Bounces and Error Codes 
Course Completion Certificates 
Customizing a Course Category 
Applicable Taxes for Vtiger Billing 
Projects
Creating Project Milestones 
Projects in Vtiger CRM 
Manage Projects with Gantt Chart 
Time Tracking using Timelogs 
Tools
Email Templates 
Finding Duplicate Records 
Import and Export Calendar in ICS Format 
Import History 
Vtiger Print Templates 
Using the Recycle Bin 
Vtiger Surveys 
Configuration - Consents 
Booster Packs 
The Process Designer 
SMS Templates in Vtiger CRM 
Data Migration from Vtiger Open Source 
Getting Started with the LMS - QRC 
Vtiger LMS Overview 
Zoho Sign Integration 
Importing Data into Vtiger CRM 
Calculus GPT FAQs 
Masking Information in Vtiger CRM 
Revenue Schedules 
LMS Portal 
Landing Pages 
Vtiger Aide Chrome Extension 
Adding the Confetti Feature 
Export to Google Sheets 
Vtiger Integration with the OpenWeather app 
Settings
Authenticate Emails with SPF, DKIM, and SenderID 
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 - Scheduler 
Creating a Workflow 
Webforms in Vtiger CRM 
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 
Set up a Workflow Action to Send Mails 
Set up a Workflow Action to 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 
Configuring 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 
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 
Marketing and Sales - Lead Conversion Data Mapping 
Marketing and Sales - Profile Scoring 
Module Management - Labels Editor 
Module Management - Module Numbering 
Configure My Preferences Feature 
My Preferences - Calendar Settings 
Tags in Vtiger 
My Preferences - Notification Preferences 
SAML Support in Vtiger CRM 
Vtiger 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 
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Settings - Start Up Page 
Settings - Working with Picklist Values 
Module Management - Module Builder 
Support - SLA Policies 
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 Implementation wizard 
Vtiger Language Support 
Configuring Websense Trackers 
Websense - Widgets 
Module Management - Module Layouts & Fields 
Generate and Manage Third-party App Passwords in Yahoo 
Configuring App Passwords for Gmail Outgoing Server and Yahoo Mail 
Configuration - Storage Guard 
Customizing your Self-Service Portal Theme Using CSS Styles 
Automation - SMS Reply Actions 
Adding Hidden Fields to a Webform 
Configuring Dependent Fields and Blocks for Modules 
Auto forward Emails from Microsoft Office 365 
Adding Custom Module 
Login Page Customization 
Settings - Personalize Module Layouts 
Module Management - Modules 
Duplicate Prevention in Modules 
Formula Fields 
Creating Custom Filters 
Adding a local DNS Entry 
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