FAQs in this section
What are the essential steps for activating the Pilot edition?
Why should I identify a team for configuration?
Why should I decide the scope of configuration and implementation?
Why should I design the flow?
How to configure the CRM?
Why should I test the configuration?
How can I access settings in Vtiger CRM?
How can I change my CRM settings?
What should I define in my scope?
Table of Contents
The scope of your project will depend on what modules you are configuring in the CRM. Some of the goals you might consider are:
- Bring all customer contact data into a single location
- Manage marketing across multiple channels
- Track customer requests
- Track and manage projects
- Configure the mobile app so that field agents can be in sync
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