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? What should I define in my scope? Why should I design the flow? How to configure the CRM? How can I access settings in Vtiger CRM? How can I change my CRM settings?
Why should I test the configuration?
Table of Contents
Once you are done with your configuration, get your success team to test all the flows and approvals to ensure things are working as you intended.
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