I need your help with Vtiger. Show me how to:
1. Setup two lists by industry, for example, I want to have a list of Software Publishers and a second list of Accountants.
2. Send an email from Vtiger to a specific contact
3. Save his reply
4. Enter my comments
5. Schedule a follow up call / email
6. Designate contacts as Hot, Warm, Cold
7. Designate contacts as Client or Prospect
8. Designate contact by industry, e.g. Education, Government, Public Co, Private Co,
9. Mention the software and hardware installed at the client's site
We can share screens over [login to view URL] and do a live coaching session.
Hello, i am a vtiger crm expert with years of experience in installing and customizing the crm system. I have worked for several companies and have created lots of tutorials and manuals that teach how to use vtiger at it's fullest.
Feel free to ask me anything.
Best Regards