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
- Vtiger Inbox
- Configure SMS gateways to send SMS
- Targets Add-on
- Live Chats in Vtiger CRM
- MMS Messages via Twilio
- Reports and Analytics in Vtiger
- Creating your Dashboard
- Using the Calendar Page
- Lead Management