FAQs in this section
How does the Follow feature work?
What is CRM?
Which browsers support Vtiger CRM?
How can I reduce space usage?
How can I get more storage?
How can I get a tour of Vtiger CRM?
What is the price of Vtiger CRM?
What is Vtiger's customer support email ID?
Vtiger is running slow. What should I do?
How can I create a new field?
How many active sessions can I have per login?
Where can I see the version of Vtiger CRM?
How can I talk to Vtiger experts?
How can I get more space for my data?
How do I delete a field?
What happens if I delete a field?
Can I hide a field if I am not using it?
How do I reassign a record to my teammate?
What happens to my data after the free trial expires?
Is the free trial version different from the paid versions of Vtiger?
How can I start my free trial with Vtiger CRM?
Can I subscribe to Vtiger CRM before my free trial expires?
Can I cancel my free trial?
Is there a training video for Vtiger 8?
What is Access Key?

Where can I set up my name, email ID, and phone number?

Follow these steps to set up your information in the CRM:
  1. Click your display picture located on the top right corner of the screen.
  2. Select My Preferences.
  3. Click the Edit icon.
  4. Go to the Employee information block.
  5. Enter your details - name, title, email ID, and phone number.
  6. Click Save.
 
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