FAQs in this section
Can I approve a record from the Summary view?
How can I export a record from the Summary View?
How can I add a tag from Summary view?
What is the Summary View?
How to share a document from the Summary View?
Can I set Summary View as my default screen to view records?
What does the +New button do?
Where can I find who changed a value in a record?
Does the landing page include an activity prioritization block (e.g., features to support Sales in its to-do prioritization)?
Table of Contents
Vtiger CRM's landing page(summary page) typically includes various activity prioritization blocks and features to support sales teams in prioritizing their tasks and activities effectively. Task management, Pipeline management, activity tracking, lead scoring, reminders, notifications, and calendar.
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