How to add a prospect in VTiger?
1. We click on "Prospects" in the menu bar. 2. We click on «Create Prospectus». 3. A form will appear: Here we explain how to fill in each field: Prospect Information Name: write the name of the prospect. Surname: we write the surname of the prospect. Company: we write the name of the company from ...
How to add a task in VTiger?
1. We click on "Calendar" in the menu bar. 2. We put the cursor on «Add», a drop-down menu will appear and we click on «Add Task». 3. A form will appear: Below we explain how to fill in each field: Task: write the name of the task. Description: we write from ...
How to Add an Event in VTiger?
1. We click on "Calendar" in the menu bar. 2. We click on the day and time where we want to add the event. 3. A form will appear: Below we explain how to fill in each field: Type of Task: we select whether the event is a call or a meeting. Subject: we wrote on ...
How to Login to VTiger?
In this section we will explain how to log into the customer manager. Below we explain step by step how to do it: 1. You must enter the access area, for example: http://www.vtiger.ibox.mx/ 2. Enter the username and password that KIUBIX gave us. We click on "Login" to enter the customer manager. 3. The page will appear ...
How to Add a Pending in Agender?
To access we click on the left side menu on a yellow icon or on the green menu on the button. To register a new earring we write in the New earring box and click on save as shown below: TUTORIALS [vsw id = »WIzIagb7OEE» source = »youtube» width = »640 ″ height =» 344 ″ autoplay = »no »] [Vsw id =» J8dJZv_brLU »source =» youtube »…
How to Add an Appointment in Agender?
Appointments can be made in 2 ways, one of them from the calendar or from the main menu. From the calendar: To register an appointment from the calendar, just click on the box of the day on which you want to make the appointment. From the menu: We go to the main menu, there we give ...