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    Home  >   FAQs   >  What can I do on the Dashboard page in Vtiger CRM mobile app?
    FAQs in this section
    Which is the new mobile app by Vtiger? What are the benefits of installing the Vtiger CRM mobile app? How can I install the Vtiger CRM mobile app? How can I log in to the Vtiger CRM mobile app? Is the Vtiger CRM mobile app different from the web version? What can I do on the Events page in Vtiger CRM mobile app? What can I do on the Search page in Vtiger CRM mobile app? What can I do on the Tasks page in Vtiger CRM mobile app? What can I do on the Actions page in Vtiger CRM mobile app? What are the different tabs under the Actions page in Vtiger CRM mobile app? How can I go back to the Dashboard from any page in Vtiger CRM mobile app? Why can't I edit a closed record in Vtiger CRM mobile app? How can I see the modules in the Vtiger CRM mobile app? Which modules can I see in the Vtiger CRM mobile app? What is the Favourites section in the Vtiger CRM mobile app? What are the different settings available in the Vtiger CRM mobile app? How can I log out of the Vtiger CRM mobile app? What can I do in the Vtiger CRM mobile app's List View? What can I do in the Vtiger CRM mobile app's Kanban View? What can I do in the Vtiger CRM mobile app's Calendar View? What can I do in the Vtiger CRM mobile app's Summary View? What can I do in the Vtiger CRM mobile app's Detail View? What can I do in the Vtiger CRM mobile app's Edit or Create View? How can I refresh the data in the Vtiger CRM mobile app? What is the use of Maps in the Vtiger CRM mobile app? What do Maps in Vtiger CRM mobile app do? Where can I access Maps in the mobile app? What are the basic device's requirements for Maps to work in the mobile app? How do Nearby Clients work in the mobile app? What other actions can I perform on the Nearby Clients screen? How does Route Maps work in the mobile app? How do Meeting Time and Shortest Route in Maps work? Can I edit an event after checking out? What setting should I do for Maps to function properly? What are the dotted lines on the map? What is the Detection feature in the Mobile CRM app? What is a Chart of Accounts in a mobile CRM app? What is Tally Support in the Mobile CRM app? Can I create a Contact or Lead record from the mobile app?

    What can I do on the Dashboard page in Vtiger CRM mobile app?

    Table of Contents
    As soon as you sign in, you will see the Dashboard page with a list of upcoming events, tasks to be completed, and pending approvals. This screen will help you perform the necessary actions when running against time.
    Here is a list of things you can do in the Dashboard:
    1. Main Menu: Navigate through the different modules of Vtiger CRM by clicking the Main Menu in the top left corner.
    2. Check In: Check in to or check out from onsite meetings and services by clicking the Check In or Check Out button.
    3. Mark as Done: Mark events as done by clicking the Mark as Done button.
    4. Approve or reject Approvals by clicking the Approve or Reject buttons.
    5. Create a new task or an event.
    6. Actions: Go to the Actions page by clicking the Actions icon on the bottom left corner.
    7. Business Card: Scan business cards by clicking the Business Card icon on the top bar.
    8. Map: Look at the route map and find nearby clients by clicking the Map icon on the top bar.
    9. Quick Create: In the Dashboard, create records from different modules in no time by clicking the Quick Create button at the bottom of the screen. 
    10. Mini List: Swipe left and add shortcuts to your frequently used lists in any module by clicking the +Add Mini List button.
    To know more about Vtiger CRM mobile app, click here.
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