Introduction To VTiger Proposal And Document Designer

December 21, 2016
Documents are important part of business culture, the benefits they yield are countless. The nature of business documents is different from ordinary documents. Business documents are not just a mere piece of writing, in fact they gave a glimpse of the business firm. These documents tell the story of business, where it comes from, what are its future intentions and how determined the firm is in attaining its goals. Contracts which you form with other parties are not just mere documents actually, they are opportunity windows which act as a gateway through which you can expand operations of your firm to a whole next level. So, do you want to design these contracts like ordinary documents? Obviously, your answer will be NO! Most of the communication you do with your customers, suppliers, logistics etc. involves more documentation as compared to the physical interaction. So these stakeholders judge your professionalism by

Significance Of Webforms And How Are They Useful In VTiger

November 6, 2016
Forms in Traditional use When business firms interact with their clients’, one of the most commonly used methods is forms. The reason behind using forms is that they are very easy to use, yet the information collected through them is very precise and accurate. The usage of forms in business is diverse and very vast from banks to the telecom service provider. Almost every organization uses forms. For example, whenever you visit a bank for depositing money, they will provide you a deposit form. In which you have to put information like account title, currency type, account number, signature etc. So, one fact is established that no one can deny the importance and usage of forms in business firms. How Critical Forms are in Cyber World The next question arises; do, in virtual world, forms have equal importance? And do they yield same benefits? The answer to the first question

Capturing Leads Has Been Made Possible By VTiger 7’s Webforms

April 6, 2016
Clearly, a form either be filled on a paper or over the web, is a fundamental requirement of any business. As Vtiger 7 is fulfilling your business requirements, this feature is not missing in the CRM either. With Webforms HTML forms can be created and linked to your website, which enables easy stats recording into your Vtiger account. The collected data can be used to enhance future aspects of the posts, tools, features or whatever you deal in. Lead record can be a head-start for your sales and marketing teams, who can always use a benefit. Outlining New Webforms A new webform can be designed in the Vtiger 7 by using these steps: Start by clicking on the Menu icon to select Settings Then click Automation And press the +Add Webform button located at the top right A form will be appeared with several sections. In the first section named “Creating New Webform”,