LEAD Lead module lies second from left to right of vTiger CRM next to organisation module. Leads are collected from marketing events such as advertisement, trade show, conference etc. Lead is a hope who may or may not be interested in your product/service. The aim of a salesperson is to convert a lead into a…
Are you wondering why Irish Businesses are moving to Open Source software? Our CEO, Rohit Thakral, explains why it’s a no brainer in this article, which appeared in the Business & Finance on 5th March 2014 online edition. A copy is available here. As Bob Dylan put it, ‘The times they are a changin’. Never has…
Having trouble deciding whether open source software is for your business or not? Our CEO, Rohit Thakral, explains why it’s a no brainer in this article, which appeared in the Irish Independent on 6th March 2014 print edition. An online copy is available here. They say necessity is the mother of all invention, but it…
In Part One of this series, we’re going to look at the Beta version of the eagerly-waited VTiger 6, Launched in the latter half of July, VTiger 6 is currently set to have it’s full, ‘RC’ Release, in early December – but what should we expect to see? User Interface: Visually, VTiger 6 is a…
In this blog we will be going through how to add functionalities such as new currencies, customizing themes, and so on. To navigate to ‘My Preferences’, move your cursor to the far right side as shown in screenshot below: Once you click this, the following screen will appear; this allows you to change…
In this blog, we will cover the Trouble Ticket module. In CRM , tickets are defined as any kind of customer service requests, as they occur, following the initial sales ‘onboarding’. A trouble ticket is a mechanism used in an organization to track the detection, reporting, and resolution of a given type of problem, or…
In this blog section, we shall focus on the Contacts Module. So, who (or what) are Contacts? Contacts are defined as anybody who interacts with your business. This may be a existing, or potential customer, or a useful contact within an organization, that may develop over time. Contacts within vtiger / vt.plus are extremely useful…
Welcome back, today we will go through the steps needed on how to create Leads, and convert them into Opportunities in OpenERP 7. Firstly, what is OpenERP? OpenERP is a web based open source Enterprise Resource Planning software, created with the goal to homogenize, shape and capture the raw information (or data) of a company by providing…
In today’s post on vtiger CRM/vt plus we are focusing on Calender module which enables the users to keep track of calls, meeting & tasks. The vtiger CRM includes a Calendar module to manages users activities and it also allows CRM users to collaborate on activities. Users can collaborate on activities and maintain a history of…
CiviEvent is CiviCRM’s Event registration module. It centralizes your event registration and management process and allows you to create any number of events, customize events and participants information as necessary, accept registration fees on line and communicate with your participants through CiviMail. If you don’t know how to create an Event follow step by step instructions provided here….
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