FAQs in this section
What can I do on the Dashboard page in Vtiger CRM mobile app?
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:
Here is a list of things you can do in the Dashboard:
- Main Menu: Navigate through the different modules of Vtiger CRM by clicking the Main Menu in the top left corner.
- Check In: Check in to or check out from onsite meetings and services by clicking the Check In or Check Out button.
- Mark as Done: Mark events as done by clicking the Mark as Done button.
- Approve or reject Approvals by clicking the Approve or Reject buttons.
- Create a new task or an event.
- Actions: Go to the Actions page by clicking the Actions icon on the bottom left corner.
- Business Card: Scan business cards by clicking the Business Card icon on the top bar.
- Map: Look at the route map and find nearby clients by clicking the Map icon on the top bar.
- 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.
- Mini List: Swipe left and add shortcuts to your frequently used lists in any module by clicking the +Add Mini List button.