Essentials

• Actions - Your Personal Assistant
• Adding Multiple Signatories with Esign Documents
• Contact Management
• Creating and Sending Esign Documents
• Creating Approvals in Vtiger CRM
• Cut costs with Vtiger
• Managing Organizations
• Managing your Documents
• Managing your Events
• Managing your Tasks
• One View in Contacts
• One View in Organizations
• Phone Calls API Usage
• SMS Messages
• DMARC Records in Vtiger CRM
• Live Chats in Vtiger CRM
• Creating your Dashboard
• Vtiger Inbox
• Configure SMS gateways to send SMS
• Targets Add-on
• MMS Messages via Twilio
• Reports and Analytics in Vtiger
• Using the Calendar Page
• Lead Management