Book Image

vtiger CRM Beginner's Guide

By : Ian D. Rossi
Book Image

vtiger CRM Beginner's Guide

By: Ian D. Rossi

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
Index

Time for action - changing the Layout


  1. 1. Log in to vtiger CRM and go to Settings | Module Manager:

  2. 2. Now, scroll down and click the hammer icon to enter the Module Manager for the Potentials Module:

  3. 3. Now click on the Layout Editor:

  4. 4. On the Layout Editor screen, use the different arrows to move fields and blocks:

  5. 5. Let's move the Probability, Amount, and Weighted Value fields all to the upper area of the right column, since they're all related. Just click the arrows to move the fields around until they are in the right position:

  6. 6. Now let's change the order of the Related Lists. To do this, just click on the Arrange RelatedList button:

  7. 7. On the screen that pops up, once again use the arrows to shift the position of the related lists:

  8. 8. When you're done, just click the X button to close the window. When you're done with all of your changes, there's no need to save. Just return to the potential to see your implemented changes:

What just happened?

You changed the layout of the potentials...