Set up sales roles hierarchy in Vtiger CRM

2018-03-08 5 Dailymotion

Group your sales representatives and set up your organization-wide role hierarchy in Vtiger CRM using Roles
For more information, visit - https://www.vtiger.com/docs/roles

Related Videos

Set up default lists for sales team in Vtiger CRM

Set up dashboard for sales team in Vtiger CRM

Set up sales stages with custom colors in Vtiger CRM

Get Detail report of your sales pipeline in Vtiger CRM

Get aggregated stats of sales person via Pivot reports in Vtiger CRM

Share a report with sales team in Vtiger CRM

Vtiger CRM - Access control based on profile of a sales user

Set up base currency of your Organization in Vtiger CRM

Set up a detail report to run at a scheduled date/time in Vtiger CRM

Set up custom fields in contacts in Vtiger CRM