1. In the list view, select the leads, potentials, or accounts that you want to assign. Click on the Mass Edit button:
2. A popup window appears containing all of the record's fields. Now, select a user from the Assigned To dropdown. For example, we've selected Bob Johnson:
3. Now click Save:
4. The selected leads are now assigned to bob.johnson:
vtiger CRM Beginner's Guide
By :
vtiger CRM Beginner's Guide
By:
Overview of this book
<p>vtiger CRM is free, full-featured, 100% Open Source CRM software ideal for small and medium businesses, with low-cost product support available to production users. It is used widely in dozens of countries with localization available in over 15 languages. If you want to manage your customer relationships successfully using one of the most dynamic CRM systems that is truly open source then this is the right book for you.</p>
<p>vtiger CRM <em>Beginner's Guide</em> will show you how to unlock the power of the Open Source vtiger CRM system, to reorganize your sales processes and manage customer relationships better. It explains the basics of a CRM, going on to explain how to create a CRM using vtiger, adding extensions, plug-ins, and theming.</p>
<p>This book will teach you how to organize and streamline sales processes and customer service processes and to automate routine business processes to save valuable time. With it you can empower your sales force and start increasing sales. You can get more visibility to sales performance through centralized activity management and reporting. You will understand how vtiger receives data from external systems through its API and how you can use that API to get data into vtiger. You will discover how vtiger provides many extensibility and customization features to enable your CRM solution to meet the needs of your business and how use them correctly.</p>
Table of Contents (19 chapters)
vtiger CRM
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Free Chapter
Hello Kitty — What is vtiger CRM?
Unleashing the Beast — Installing vtiger
And the Claws Come Out — Getting Started with vtiger
Leashing the Beast — Using vtiger
House Training your Secret Weapon — vtiger CRM and your Business
Business Processes―They're G-r-r-r-reat!
Super Tiger―Using vtiger Extensions
Facing the Tiger — vtiger Theming
Kitty, Play Nice! — Integrating vtiger
From Cub to King — Growing with vtiger
King of the Jungle — The Key to CRM Success
Pop quiz - Answers
Index
Customer Reviews