vTiger

1. We click on «Cases» in the menu bar. 2. We click on «Create Report». 3. A form will appear: Next we explain how to fill in each field: Report Information Reference: write the name of the report. Assigned to: we select the person or group that will be in charge of the report. Priority: …

1. We click on "Emails" in the menu bar. 2. We click on «Compose». 3. A pop-up window will appear: Next we explain how to fill in each field: A: we write the emails to which we want to send the email. Subject: we write the subject of the message. Attachment: in this section we can ...

1. We click on "Documents" in the menu bar. 2. We click on «Create Document». 3. A form will appear: Next we will explain how to fill in each field: Basic Information Subject: we write the name of the document. Folder Name: we select the folder where we are going to save the document. Assigned to: we select the ...

1. We click on «Products» in the menu bar. 2. We click on «Create Product». 3. A form will appear: Next we will explain how to fill in each field: Product Information Product Name: we write the name of the product. Active Product: we select if the product is active. Departure date …

1. We click on "Opportunities" in the menu bar. 2. We click on «Create Opportunity». 3. A form will appear: Next we explain how to fill in each field: Opportunity Information Opportunity: we write the name of the opportunity. Related to: we select which account or contact the opportunity is related to. Guy: …

1. We click on «Contacts» in the menu bar. 2. We click on «Create Contact». 3. A form will appear: Below we explain how to fill in each field: Personal Information Name: write the name of the contact. Surname: we write the surname of the contact. Account: we select the organization to which the ...