FAQs in this section
How can I extend my trial period?
How can I logout from Vtiger CRM?
What is a sales pipeline?
What is the Standard pipeline?
Can I have multiple pipelines in Vtiger CRM?
How can I create a new pipeline?
Can I reuse stage names across pipelines?
Can I delete a pipeline?
Can I restore a deleted pipeline?
Can I delete a sales stage?
What are the limitations on custom stage names?
What is the maximum number of pipelines I can set up?
What is the maximum number of sales stages I can have in a pipeline?
What changes are allowed on the Standard pipeline?
What are the benefits of having multiple sales pipelines?
What are record-level analytics?
How can I create charts under record-level analytics?
How can I create a list under record-level analytics?
How can I get key metrics for a record by using record-level analytics?
What actions can I perform on record-level analytics?
Can I get a demo of V8?
What is Quick Create?
How can I use Quick Create?
What are the benefits of using Quick Create?
How can I access settings in Vtiger CRM?
How can I change my CRM settings?
How can I update a CRM record?
You can update a record in its Deep Dive View.
Follow these steps to update a record:
Open a record.
button displayed on the top right corner.
Click on the field that you want to update.
Enter the new field value.
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