From the Chat tab in Teams, you can send commands to Vtiger Bot to retrieve information from CRM.
The commands listed below are supported in Vtiger Bot:
- My Agenda - You will see upcoming meetings for the day.
- Search Contacts <Keyword> - You can search for a contact by First or Last Name, Phone number, or Email address of a contact. If multiple matches are found, Vtiger will return the one created first. For example, Search Contact John, Search Contacts email@example.com, etc.
- Search Deals <Name> - You can search for a deal only by its Deal name. If multiple matches are found, Vtiger will return the one created first. For example, Search Deal Grasspods.
Similarly, you can fetch a record from other modules like Cases, Tasks, etc., using the command Search <Module> <Name>.
To know more about MS Teams integration, click here