Work out for Service Contracts and FAQ
In this blog, we’ll go through the sections on Service Contracts, and the FAQ. Firstly, we shall break down the terminology around Service…
Tag: finance
How to Create Trouble Ticket on vtiger/vt plus
In this blog, we will cover the Trouble Ticket module. In CRM , tickets are defined as any kind of…
Providing Quotations to your Sales Opportunities using vtiger/vt Plus CRM
Let’s talk about Quotes Module of vtiger/vt plus CRM today. Quotes are provided to opportunities. A quotation is an estimate…
Find & Merge Duplicates on vtiger/vtplus CRM
All of us have created duplicates in our CRM while working on it in a rush and then realiased oops…
How to Upgrade a Client using WHM?
If you use WHM for managing your web hosting there are occasions when you would like to upgrade/downgrade your customers from one…
OpenERP 7 Create Leads And Convert Them Into Opportunities
Welcome back, today we will go through the steps needed on how to create Leads, and convert them into Opportunities…
Set your out of office response with Google!
You can now set an automatic response to let your contacts know about your availability. If you are going on…
How to be productive with CRM?
What is CRM? The adoption of Customer Relationship Management (CRM) systems by the companies is increasing every year to enhance…
How to add an Online Registration to your Events?
CiviEvent is CiviCRM’s Event registration module. It centralizes your event registration and management process and allows you to create any…
