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| Preface | ||
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Table of Contents
This manual is a comprehensive, step-by-step guide to using vtiger, the powerful Open Source Customer Relationship Management system. The vtiger CRM system is one of the best and most exciting professional-quality Open Source CRM products around, and is intended primarily for "B2B" companies with longer sales cycles and a stable product or service portfolio.
Vtiger provides your organization with an easy-to-use, powerful, comprehensive and integrated solution for managing customer relationships. Because it is Open Source and it provides professional features, the vtiger CRM system has been adopted by a large and growing community.
This manual is based on the official Open Source v5.1.0 release and does not highlight the changes to the previous v5.0.4. It includes the modules which are released as optional modules.
This manual is intended to be a clear and supportive reference work for vtiger users and administrators. However, this manual is not the official vtiger documentation and does not include documentation intended for in-depth customization and development purposes.
I hope to answer most of the questions you might have about the various features and modules of the vtiger CRM. The following subjects are covered in particular:
General approach of vtiger CRM. With all its modules and their relationship to each other, vtiger CRM can be a bit overwhelming at first. I'll get you up to speed quickly on how the pieces fit together.
How to start using the CRM system. What should you do first?
Salesforce automation. After you have entered data into the system how the system supports your efforts in an automated fashion.
Account Management. How to work with accounts and contacts. What can you do with them?
Understanding all the relationships. Most data entered into the CRM system is somehow related. These relationships are extensively documented, including their intended purpose. If suitable, examples of proper usage are provided.
Customizing the CRM system. Each company is different. I explain how you can tailor vtiger CRM to fit your company's needs.
Security Settings. I explain the principles and the implementation of role-based security.
Tools. The CRM system comes with a set of tools that supports the organization of sales teams as well as the reporting to management. I show you how these tools can be used.
Additional resources. Finally, I direct you to other places you can go for all the latest info, and offer a complete set of online references.
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| vtiger CRM v5.x |  | This Manual's Audience |
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