FAQs in this section
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 can I do on the Actions 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?
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?
Which modules can I see in the Vtiger CRM mobile app?
Table of Contents
Vtiger CRM supports and mirrors a few modules you see in the CRM web version. To view the modules, click the Main Menu on the top left corner of the screen.
Following are the see six sections:
To know more about Vtiger CRM mobile app, click here.
Following are the see six sections:
- Favorites
- You can pick and choose your favorite modules from the CRM and list them together under Favourites for easy access. All you have to do is long-press on the module block and set it as your favorite!
- Sales
- Marketing
- Projects
- Inventory
- Help Desk
- Others
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