Vtiger CRM Training Course Outline

• Introduction & Overview of vtiger CRM
• Campaigns
• Leads
• Accounts & Contacts
• Potentials
• Activities & Calendar
• Email
• Reports & Dashboards
• User Management
• Data Import and Export
• E-mail Templates
• Notifications
• System Administration Tools
• Inventory Management
• vtiger CRM – Best Practices
• Trouble Tickets
• Knowledge Base
• Customer Self-service Portal
• Installing Outlook Plugin
• Working with Tasks & Appointments
• Working with Contacts
• Working with Email
• Installing Office Plugin
• Working with Mail Merge Templates
• Creating Mail Merge Documents