FAQs in this section
What are the essential steps for activating the Pilot edition?
Why should I identify a team for configuration?
Why should I decide the scope of configuration and implementation?
What should I define in my scope?
Why should I design the flow?
How to configure the CRM?
Why should I test the configuration?
How can I access settings in Vtiger CRM?
Table of Contents
You can access Settings only if you are an Admin user.
To access CRM settings follow the steps below;
To access CRM settings follow the steps below;
- Click User Menu on the top right corner.
- Select Settings. Settings window appears.
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