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Vital Role of “Roles” In a Company’s Success
March 17, 2016
Article
“Roles” play a significant role in determining the duties in real life business setups. Similar is the case of Vtiger 7. Like real life business situations, you can also design and assign roles to your workers according to your real life business hierarchy. It is one of the strongest features of the new CRM. Building a Role in Vtiger 7 Commonly used roles are built in the CRM by default; it contains the roles of CEO, Sales manager etc. It also provides you with the ability to assign identical roles. The role of a worker will determine what level of authority he or she possesses in the overall hierarchy of the business. Adding custom roles is easy: First of all click App Switch Icon located on top left corner Then select Settings And go into the User Management You’ll see the Roles Clicking on it will open an extensive list of positions. A “+”
Vtiger 7 And Office 365 Collaborate To Manage Your Calendars, Emails, And Contacts
March 17, 2016
Article
It is a common practice among the sales reps, i.e. using office 365 for managing their schedules, exchange emails with the clients and they access new contact using it. This is because of the fact that Office 365 helps in boosting their productivity and it has a friendly user interface. But the drawback is that the other sales reps cannot see which contacts are already attended by their peers, sales manager has very less visibility of sales rep calendars and last but not least sales reps do not have the track of customer’s history. These problems have been studied and overcome by the latest version of Vtiger, who also provides the functionality of synchronizing the Office 365 with itself, so you do not have to cope with the problems mentioned above. Distribution Of New Events Among The Whole Team Sales reps use office 365 to manage their contact network. This