FAQs in this section

What are Playbooks?

What is Vtiger’s Field Sales feature?

What is Vtiger Field Sales app?

What is Beat?

What is Beat Plan?

What is Live Tracking?

What is Routing?

What is Beat Insights?

What are the two types of analytics in Beat Insights?

What are the benefits of the Fields Sales app?

Who can create Beat plans in Vtiger Field Sales?

Who can access Beat plans?

How do you add a Beat for an individual?

How do you create a Beat plan?

What actions can be performed when a sales agent logs in to the Field Sales app?

What do you mean by Order Analytics?

What do you mean by Visit Analytics?

Can I sell my product or service online using Vtiger Field Sales App?

Can I conduct Quality Audit using Vtiger Field Sales App?

What are Deal Recommendations in Vtiger CRM?

What is the purpose of Deal Recommendations in Vtiger CRM?

What are the components of Deal Recommendations in Vtiger CRM?

What is Deal Score in Deal Recommendations?

What is the Predicted Close Date in Deal Recommendations?

What is the Engagement Score in Deal Recommendations?

What is the Sentiment Score in Deal Recommendations?

What is Conversation Timeline in Deal Recommendations?

How are Conversation Timelines categorized in Deal Recommendations?

Explain the By Channel Conversation Timeline categorization.

Explain By Category Conversation Timeline categorization.

Explain By Sentiment Conversation Timeline categorization.

What is Touchpoint Summary in Deal Recommendations?

What is Touchpoint Summary in Deal Recommendations based on?

Who is an Influencer in Deal Recommendations?

Who is a Decision Maker in Deal Recommendations?

List the benefits of Deal Recommendations?

What is Natural Language Processing (NLP) in Deal Recommendations?

How do I access Deal Recommendations in Vtiger CRM?

What is the purpose of Mandatory toggle?

What is the Take Signature option while Selecting Actions?

What is the Field Sales Mobile app?

What are the features and functions of the Field Sales Mobile app?

Explain the Field Sales module in Vtiger CRM.

What can Field Sales agents do when they login to the Vtiger CRM?

What can admins do in the CRM?

What are the benefits of the Field Sales mobile app for sales reps?

What are the benefits of the Field Sales mobile app for business?

What is Marking Leaves in Field Sales mobile app?

What is Visiting Head office in Field Sales mobile app?

What is Working Jointly in Field Sales mobile app?

What are the steps to Start a Route in Field Sales mobile app?

What are the steps to create a leave in the CRM?

How do I create a Head Office meetup event using the mobile app?

What are the steps for Joint working in the mobile app?

What are the steps to add a new outlet in the mobile app?

What is Gamifcation?

Can I know the order in which participants join a game?

Does the landing page include a summary of past & future sales activities?

Does the landing page include an opportunity pipeline block ?

Does the CRM provide features for capturing call, meeting minutes and outlook meetings (meeting report, participants, key words, follow-up actions, etc) ?

Can the CRM automatically generate reminders or notifications for upcoming activities or tasks?

To what extent can the opportunity dedicated section & attributes be customized or configured to meet specific Sales team requirements

Is this possible to select multiple opportunities for mass editing ?

"How does the CRM ensure a smooth and efficient opportunity transformation process without disruptions or data duplication?

Please describe how contact interactions are recorded

How are the opportunity conversion probability scores integrated into the CRM's interface? How do they assist sales teams in prioritizing and focusing their efforts?

How does the CRM facilitate the identification and prioritization of high-value opportunities?

Does Vtiger CRM include yearly Sales action plan capabilities e.g., build up targets per client/segment/strategy/product type etc. ?

Does Vtiger CRM provide standard KPIs to measure new business activity?

What functionalities within the Vtiger CRM system best measure the improvement of our Sales Force effectiveness?

Does the Vtiger CRM include a centralized overview of clients per Sales and associated products?

Does the Vtiger CRM provide functionality of client interest tags or similar? If so, please describe. Can these tags be manually assigned by users or are they automated based on client activity or data inputs?

How does the CRM manage multiple sales teams within different Lines of Business coverage of the same client including lead sales, secondary sales, and third-party intermediaries, at both account level (prospect, client) & opportunity level? Please detail

Does the Client view have a pipeline section allowing tracking and monitoring opportunities and deals specific to each client?

Does the CRM enable email scheduling communication (e.g., weekly team statistics)?

What customization options are available when extracting data, such as selecting specific data fields, date ranges, or filtering criteria?

Does the CRM integrate alert system & notifications when a task is complete/to be completed? Can tasks be assigned for teams/functions/users to complete?

Can users create and manage dynamic contact lists within the CRM based on a wide range of criteria ?

Does Vtiger CRM allow to embed within a screen the display of a webpage from a websites ?

What is Gamification?

What is Vtiger’s Gamification module?

What is Game Settings?

What are the common elements in Game Settings?

What are the themes applied in Gamification?

What are the three groups of Participant’s Eligibility?

What is Leaderboard in Gamification?

What are the two types of Visibility of Games?

What are the two types of Game Modes?

What are Badges in Gamification?

Can I trigger actions on Closed records in the Process Designer?

How do you create a Beat?

Follow these steps to add Beat:

Log in to your CRM account.
Go to Essentials.
Select Organizations. The Organizations List View opens.
Click the required Organization record. The Summary View opens.
Go to the Address Details section.
Select FS Zone from the drop-down.
Select FS Beat from the drop-down.
Click Save.