Sales Tools – VTiger Experts

Reports & Dashboards

VTExperts — Sun, 12 May 2019 12:13:45 +0000

Introduction Reports & Dashboards for VTiger is a tool built to fulfill the needs of all businesses looking to run complicated, but easy-to-read reports. It includes a report builder which is capable of Detailed, Summary, Pivot, Chart/Graph reports. All the charts and reports can be placed on the dashboard for quick & easy access. The extension includes a lot of unique features such as drag & drop interface, a completely redesigned interface for creating reports, highlighting columns, up to 3 charts per report, both detail and chart reports added on the homepage dashboard, custom permissions, scheduled reports & much more. Reports & Dashboards Vreports & Dashboard extension consists of two major components i.e. Vreports and Dashboards Vreports In Order to access Reports & Dashboard follow these simple steps. Click the Menu Icon present on the top left corner. Go to TOOLS ➤ and then VReports & Dashboards. You will be directed toward the List view section of the extension as shown below. Here you can

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Predictive Fields/Actions

VTExperts — Wed, 24 Oct 2018 20:44:43 +0000

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Progress Bar

VTExperts — Mon, 20 Aug 2018 19:03:13 +0000

Progress Bar Extension for VTiger is designed to add more visibility and allow instant updates for the configured “progress” (stage/status) field. Progress bar is displayed in the header and is clickable (record gets updated when user clicks on progress bar value). It can be configured for any module, as long as it has picklist field. Its simplistic design allows users to easily see the stage the record is in and update with a single click. Configuration After installing the extension, go to the Settings > CRM Settings > Other Settings > Extension Pack > Progress Bar. It will show the Configuration area of the module. + New Progress Bar: This button allows to add a new Progress Bar. List of Available/Created Progress Bars: Under this button, you can see a list of already created Progress bars. You can Edit or Delete any Progress Bar from here or choose to turn them On/Off. Add New Progress Bar To add a new Progress

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Email Marketing Automation

VTExperts — Thu, 28 Dec 2017 16:40:49 +0000

Extension that will transform VTiger into sophisticated email marketing/campaign tool. It will include a step by step wizard, easy to use “marketing list” (to load contacts/leads/organizations), review & send + confirmation/summary view that shows exactly what and when is going to be sent. In addition, it supports batch sending, meaning that you can schedule emails to go out over 15, 30, 60min instead of sending them all at once. We also integrated Mosaico template builder with our campaign/marketing tool. Mosaico is an open source template builder which allows users to create amazing email templates, the functionality is very similar to mailchimp, constant contact or any other email marketing platform. Configuration Once the extension is installed, it appears as a new module under Main Menu > Marketing > Email Marketing. The Email Marketing module has its own set of blocks, fields, options, and related modules as any other. So, once inside the Email Marketing module, you will see the similar screen of list

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