As soon as you sign in, you will see the Dashboard page with a list of your upcoming events, tasks to be completed, and pending approvals. This screen will help you perform necessary actions when you are running against time.
Here is a list of things you can do in the Dashboard:
- Check in to onsite meetings and services by clicking on the Check in button.
- Mark events as done by clicking the Mark as Done button.
- Approve or reject records by clicking the Approve or Reject buttons.
- Create a new task or an event.
- Go to the Actions page by clicking Expand my actions.
- Scan business cards by clicking the Business Card icon on the top bar.
- Create records in no time by clicking the Quick Create icon at the bottom of the screen.
- Swipe left and add shortcuts to your frequently used lists in any module by clicking the +Add Shortcut button.
To know more about Vtiger CRM mobile app, click here