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Help VTE

HOW TO START WITH VTECRM. Processes managed by VTECRM. Modules and tools menu.

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Help VTE | help.vtecrm.com Reviews
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HOW TO START WITH VTECRM. Processes managed by VTECRM. Modules and tools menu.
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Help VTE | help.vtecrm.com Reviews

https://help.vtecrm.com

HOW TO START WITH VTECRM. Processes managed by VTECRM. Modules and tools menu.

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1

Help VTE

http://help.vtecrm.com/en_us/strumenti_en.php

Processes managed by VTECRM. Modules and tools menu. Sharing records and comments between users is easy with the Talks panel. Within a record you can write a new message which is linked to the record itself. Talks are also researchable through keywords. A red number on Talks icon tells you of new incoming messages. 2) Data management tools. In the list view of the modules you find many tools:. Mass editing on selected records. Mass email on selected records. Fax/sms sending to selected records.

2

Help VTE

http://help.vtecrm.com/en_us/calendario_en.php

Processes managed by VTECRM. Modules and tools menu. Each user has his own calendar which can be shared with other users: you can set this privilege in the User Preferences. VTECRM makes a distinction between two types of activity:. Event: has a starting and closing date/hour, it can involve other users or contacts, it can be a call or a meeting or whatever (Admin could set it through Picklist Editor). Task: it’s daily or spread over many days (no specific date/hour). You can add an event/task by:.

3

Help VTE

http://help.vtecrm.com/en_us/impostazioni_en.php

Processes managed by VTECRM. Modules and tools menu. Through Users, Roles, Profiles, Shared Access and other tools settings you can define the limits of each user in terms of viewing, editing and creating data in VTE. These advanced tools provides a high degree of versatility: you can build the hierarchical structure of your company within VTECRM. Through Profiles you set the user privileges to access the CRM content:. Which modules the user will be able to see in the main menu. The layout of the all the...

4

Help VTE

http://help.vtecrm.com/en_us/cicli_en.php

Processes managed by VTECRM. Modules and tools menu. Overview of the main business processes managed by VTECRM.

5

Help VTE

http://help.vtecrm.com/en_us/webmail_en.php

Processes managed by VTECRM. Modules and tools menu. VTECRM provides an internal email client: the Messages module. First you have to configure the out-bound Mail Server (general Settings) entering the details of your email server and account. Remember: the Messages module allows you to manage several email accounts, you have just to configure them through Message settings. You can write a new email by:. Clicking Compose on the Message module. Clicking Mass Email in the list view of a module.

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