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

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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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