What are the Onboarding Components?
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.