Collaboration Board/Chat – VTiger Experts https://www.vtexperts.com VTiger Support, Development, Data Migration, Customization and Extensions, Plugins, Addons.. Thu, 24 Nov 2022 13:19:22 +0000 en-US hourly 1 https://wordpress.org/?v=5.4.2 Collaboration tools by VTExperts for Vtiger CRM https://www.vtexperts.com/collaboration-tools-by-vtexperts-for-vtiger-crm/ https://www.vtexperts.com/collaboration-tools-by-vtexperts-for-vtiger-crm/#respond Thu, 24 Nov 2022 13:14:11 +0000 https://www.vtexperts.com/?p=22133 Team collaboration is always an integral part of any business’s success. In this digital era, collaboration tools in CRM systems are a must-have. That is why VTExperts developed extensions that enhance the process of team communication. Moreover, these extensions also make collaboration within the team and with the customers easy. Let us check some of the advantages of effective collaboration tools by VTExperts for Vtiger CRM Benefits of collaborative tools Skill sharing The first and foremost important advantage of collaboration is skill sharing. It helps team members to share their feedback and skill with each other. Collaborating with different teams and within the team works as a learning experience. So, collaboration helps in sharing knowledge and skills. Problem Solving When you came across an issue and even after trying several approaches you are still not able to solve it. What should you do next? In such scenarios, you should use

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]]> https://www.vtexperts.com/collaboration-tools-by-vtexperts-for-vtiger-crm/feed/ 0 Associate Chat/Conversation To Customer In VTiger 7 https://www.vtexperts.com/associate-chat-conversation-to-customer-in-vtiger-7/ https://www.vtexperts.com/associate-chat-conversation-to-customer-in-vtiger-7/#respond Tue, 16 Oct 2018 21:28:29 +0000 https://www.vtexperts.com/?p=14729 Collaboration Board/Chat tool integrated within VTiger allows users to send direct & private group messages, create public channels/chat rooms and keep track of all the communication within VTiger. It’s a great tool for a team looking to collaborate within VTiger.   How to Associate Chats/Conversations Open a customer record (you must be in customer record). Click on the “Chat” icon.  It will give an option to link this chat to the opened record (Contact/Organization). Click on that option to link the chat.  It has now been linked. You can then see the chat in the record as well.  For further help, contact us on help@vtexperts.com. We’ll be glad to be off service.

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]]> https://www.vtexperts.com/associate-chat-conversation-to-customer-in-vtiger-7/feed/ 0 Chat (Realtime) With My Staff (VTiger users) In VTiger 7 https://www.vtexperts.com/chat-realtime-with-my-staff-vtiger-users-in-vtiger-7/ https://www.vtexperts.com/chat-realtime-with-my-staff-vtiger-users-in-vtiger-7/#respond Fri, 14 Sep 2018 23:40:49 +0000 https://www.vtexperts.com/?p=14495 Collaboration Board/Chat tool integrated within VTiger allows users to send direct & private group messages, create public channels/chat rooms and keep track of all the communication within VTiger. It’s a great tool for a team looking to collaborate within VTiger.   How to Chat with my Staff Click on the “Chat” button on the top right corner of the screen.  Simply type a message and send.  Here you can see the sent message.  For further help, contact us on help@vtexperts.com. We’ll be glad to be off service.

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