Sales
- What is a sales pipeline?
- What is the Standard pipeline?
- Can I have multiple pipelines in Vtiger CRM?
- How do 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 of 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 in the Standard pipeline?
- What are the benefits of having multiple sales pipelines?
- Can I get a demo of V8?
- What are Playbooks?
- What is Vtiger’s Field Sales feature?
- What is Vtiger Field Sales app?
- What is Beat?
- What is Beat Plan?
- What is Live Tracking?
- What is Routing?
- What is Beat Insights?
- What are the two types of analytics in Beat Insights?
- What are the benefits of the Fields Sales app?
- Who can create Beat plans in Vtiger Field Sales?
- Who can access Beat plans?
- How do you create a Beat?
- How do you add a Beat for an individual?
- How do you create a Beat plan?
- What actions can be performed when a sales agent logs in to the Field Sales app?
- What do you mean by Order Analytics?
- What do you mean by Visit Analytics?
- Can I sell my product or service online using Vtiger Field Sales App?
- Can I conduct Quality Audit using Vtiger Field Sales App?
- What are Deal Recommendations in Vtiger CRM?
- What is the purpose of Deal Recommendations in Vtiger CRM?
- What are the components of Deal Recommendations in Vtiger CRM?
- What is Deal Score in Deal Recommendations?
- What is the Predicted Close Date in Deal Recommendations?
- What is the Engagement Score in Deal Recommendations?
- What is the Sentiment Score in Deal Recommendations?
- What is Conversation Timeline in Deal Recommendations?
- How are Conversation Timelines categorized in Deal Recommendations?
- Explain the By Channel Conversation Timeline categorization.
- Explain By Category Conversation Timeline categorization.
- Explain By Sentiment Conversation Timeline categorization.
- What is Touchpoint Summary in Deal Recommendations?
- What is Touchpoint Summary in Deal Recommendations based on?
- Who is an Influencer in Deal Recommendations?
- Who is a Decision Maker in Deal Recommendations?
- List the benefits of Deal Recommendations?
- What is Natural Language Processing (NLP) in Deal Recommendations?
- How do I access Deal Recommendations in Vtiger CRM?
- What is the purpose of Mandatory toggle?
- What is the purpose of Mandatory toggle?
- What is the Take Signature option while Selecting Actions?
- What is the Field Sales Mobile app?
- What are the features and functions of the Field Sales Mobile app?
- Explain the Field Sales module in Vtiger CRM.
- What can Field Sales agents do when they login to the Vtiger CRM?
- What can admins do in the CRM?
- What are the benefits of the Field Sales mobile app for sales reps?
- What are the benefits of the Field Sales mobile app for business?
- What is Marking Leaves in Field Sales mobile app?
- What is Visiting Head office in Field Sales mobile app?
- What is Working Jointly in Field Sales mobile app?
- What are the steps to Start a Route in Field Sales mobile app?
- What are the steps to create a leave in the CRM?
- How do I create a Head Office meetup event using the mobile app?
- What are the steps for Joint working in the mobile app?
- What are the steps to add a new outlet in the mobile app?
- What is Gamifcation?
- Can I know the order in which participants join a game?