vTiger

1. We click on "Accounts" in the menu bar. 2. We click on «Create Account». 3. A form will appear: Below we explain how to fill in each field: Account Information Account Name: we write the name of the organization. Website: we enter the website of the organization. Ticker ...

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 ...

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 ...

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 ...

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 ...