FAQs in this section
What is Onboarding?
What is the App Selection Page?
What are the apps on the App Selection Page?
What is the default landing page of the apps in the App Selection Page?
Can I pin the modules as Favorites on the default landing page?
What modules get pinned as favorites on the default landing page?
What are Onboarding Cards?
What are the benefits of the Onboarding feature?
How do I access the Onboarding feature?
What are the Onboarding Components?
Table of Contents
The Onboarding feature pop-up displays the following:
- Your name and the How can we help you? tagline.
- Search field: This helps you to look for any specific Vtiger CRM modules or features. You can type the text you want to get information about in the Search field.
- FAQs: This displays FAQs related to the module or app the user is currently in.
- Knowledge Base Portal: This directs you to the Vtiger Knowledge Base Portal. You can find articles related to all modules here.
- Vtiger Academy: This directs you to Vtiger’s LMS portal, where you can take different courses to understand the CRM.
- Product Tour: This takes you through the pictorial representations of different features in Vtiger.
- Need Help? Chat: This helps you connect with Vtiger CRM executives to report issues or seek assistance if required.
- Request CRM Demo: This helps you select a date to have the demo.
- Feedback: This helps users send their valuable assessment of the CRM to Vtiger.
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