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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 Dashboard page in Vtiger CRM mobile app? 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 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 Actions page in Vtiger CRM mobile app?

Table of Contents

You can use the Bell icon in the bottom bar to see alerts and updates. They are categorized and listed separately under the following four tabs.
Let us go through these tabs one by one.

My Actions tab displays current, upcoming, and overdue events.
@Mentions tab lists tasks and events that mention you or your group.
Updates tab lists all updates made on the tasks you follow.
Engagements tab lists all the customer engagements made on the emails that you have sent. The engagements are grouped into Opens, Replies, Reshares, and Downloads.

Using Actions, you can:

Mark an event as Done, Snooze, or Dismiss an event on the My Actions page.
@Mentions: Swipe left to go to the Mentions page.
1. You can reply to comments where you have been mentioned or dismiss the alerts here.
Updates: Swipe left to go to the Updates page to dismiss the alerts.
Engagements: Swipe left to go to the Engagements page to dismiss alerts. You can also change the filter and customize the list.
Quick Create: In the Actions module, you will find the following options under the Quick Create button:
1. Create Task: You can create a new task.
2. Create Event: You can create an Event.
3. Send Email: You can create and send an email.
4. New Comment: Broadcast a message to all the CRM users.

To know more about Vtiger CRM mobile app, click here.

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