Submit a request Sign In
  • Logout
    Home  >   FAQs   >  How do I navigate the dashboard in Vtiger CRM?
    FAQs in this section
    What is CRM? Which browsers support Vtiger CRM? How can I reduce space usage? How can I get a tour of Vtiger CRM? Where can I set up my name, email ID, and phone number? What is the price of Vtiger CRM? What is Vtiger's customer support email ID? Vtiger is running slow. What should I do? How many active sessions can I have per login? Where can I see the version of Vtiger CRM? How can I talk to Vtiger experts? How can I get more space for my data? How do I delete a field? What happens if I delete a field? Can I hide a field if I am not using it? How do I reassign a record to my teammate? What happens to my data after the free trial expires? Is the free trial version different from the paid versions of Vtiger? How can I start my free trial with Vtiger CRM? Can I subscribe to Vtiger CRM before my free trial expires? Can I cancel my free trial? Is there a training video for Vtiger 8? What is Access Key? What is new in the recent version of Vtiger (V9)? What has been improved in the recent version of Vtiger (V9)? What are the new features added in the recent version of Vtiger (V9)? What features are modified in the recent version of Vtiger (V9)? Which features are removed in the recent version of Vtiger (V9)? How is navigation easy in CRM? How do the design and functionality benefit you? How do I log in to Vtiger CRM? How do I navigate the List View in Vtiger CRM? How do I navigate the Summary View of a record in Vtiger CRM? How long will an Import record persist in the CRM? What is Versioning Add-on? What are Snapshots? In which modules of Vtiger CRM is Versioning available? In which modules of Vtiger CRM is Versioning not available? What is Versioning history and numbering? What happens when you restore the record? What are the benefits of the Versioning Add-on? In which editions of Vtiger CRM is the Versioning add-on available? How do I install the Versioning Add-on in Vtiger CRM? How do I enable record versioning? How do I revise a record? How do I restore a record? What are the limitation while restoring or revising a record? How do I get more storage?

    How do I navigate the dashboard in Vtiger CRM?

    Table of Contents
    Once you log in to your CRM account, the user will land on the Dashboard by default. 
    You can customize the CRM by adding the page you want to land on as a default. For example, if you are a salesperson, you can make the Sales Dashboard the default landing page.
    Images in this section will show you the different actions available on the Dashboard.


    The Dashboard
    The Dashboard gives users a centralized and customizable overview of their CRM activities and important information. It gives users a comprehensive and customizable overview of their CRM data, activities, and performance metrics.
    Now let's break down this screen into smaller sections:
    Top Section
    Following are the actions on the top section:
    1. Favorites: Displays a few modules for easy access (customizable using the Personalize option).
    2. Search Bar: You can search for the required modules from the Main Menu.
    3. Personalize: You can customize the modules in the favorite and Main Menu with easy drag and drop action.
    4. Frequently Used: Displays the most frequently used modules.

    App Section
    The App section displays all the apps, modules, and features available in the subscription edition you have signed up for.
    Below the apps are the shortcuts to Add-ons and Settings sections.
    Following are the actions on the app section:
    1. Main Menu: Located at the top or side of the dashboard, the navigation menu allows users to access various modules and features of the CRM, such as Contacts, Leads, Opportunities, Calendar, Tasks, and more. It provides quick access to different sections of the CRM system.
    2. Add-ons: Takes you to the Vtiger Extension Store > Add-ons, where you can find different third-party applications to iterate with the CRM.
    3. Settings: Takes you to the CRM settings page, where you can configure and set up the CRM.
    Right Section
    Following are the actions in the right section:
    1. Global Search: Allows you to search for CRM records using keywords.
    2. History: Displays your recent actions and activities. 
    3. Ask Calculus AI: You can quickly chat with the Vtiger AI bot to find solutions. 
    4. Quick Create: Vtiger CRM often provides a set of quick action buttons or shortcuts on the dashboard, allowing users to perform common tasks or actions without navigating through multiple pages. These actions include creating new records, adding tasks, scheduling events, or sending emails.
    5. Inbox: Allows you to check your email inbox.
    6. Internal Chat: Allows you to chat with your internal team and other workmates. 
    7. Actions: Displays all broadcasts, updates, engagements, mentions, and planned events.
    8. Calendar: The Calendar View display upcoming events, meetings, or tasks. It visualizes scheduled activities, allowing users to manage their time efficiently and stay organized.
    9. Logo: Displays your company logo.
    10. User Menu: Displays options like My preferences, CRM settings, Log out button, and more. These will be discussed in detail below.
    11. Help Center: Allows you to ask questions and assists you through different CRM processes using the FAQs and help articles from the Vtiger Knowledge Base. Help Center displays FAQs relative to the module and screen you visit in the CRM.
    Was this FAQ helpful?
    0  out of  0  found this helpful.
    Comments 0
    Be the first to comment
    Home
    Privacy Policy
    Terms of Service
    Security Center
    Policy & Legal Center
    Contact Us
    © Copyright 2023 Vtiger. All rights reserved.
    Powered by Vtiger