How to use Vtiger CRM?

How to create contacts in Vtiger CRM?

First, contacts are people related to sales accounts. There is a tab Contacts which brings you to a list with all the contacts. You can add contacts from this page. Contacts may also be added directly from the top-level shortcuts menu on the home page.

By clicking on the link New Contact on the top-level menu you are taken to a page with numerous fields. There you can store quite detailed information about your contact. You don't have to fill all the fields, but the Family Name by which the contact is saved.

Another way to add a new contact is by the shortcut Add Business Card from the Contact menu. The difference is that here are provided less details. There is also a possibility to import a contact from a vCard by uploading the file. The link to this can be found on the Shortcuts menu in Contacts tab.

It is useful to know that Contacts can be exported to a .csv file (Outlook compatible). This is done by checking the box next to the Contact's name and clicking the Export link at the bottom of the list.

How to create accounts in Vtiger CRM?

For managing your accounts, please click on the Accounts tab. Creating account is just as easy as everything else in this very user friendly application. You have a link for creating contacts on your top-level shortcuts menu. It is recommended to fill in as much information as you have so that everyone can benefit from it. Make sure you fill in Account Name as it is used for the name by which the account will be stored.

Creating Leads, Potentials, Invoices, Tasks or scheduling Meetings and Calls is similar to the mentioned above. Just follow the link on the top-level shortcuts menu on the home page. Click on the corresponding tab for more details and operations.

Please note that the Dashboard Chart is not supported in PHP 5!