Home  >   FAQs   >  What can I do on the Dashboard page in Vtiger CRM mobile app?
FAQs in this section

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 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.
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2022 Vtiger. All rights reserved.