Key areas
- Set target to your salesperson using Sales Quotas.
- Use Profile Scoring to help your business quantify the importance of the customers and rank them with a 5 star system.
- Control the permission granted to Vtiger Support team to access your Vtiger CRM, when responding to your support queries.
- Maximize the charts to have full screen view in Support Insights.
- Final step of Email Campaigns shows the confirmation popup with number of subscribers before sending the campaign.
- Import function allows you to map a related record’s fields with your CSV file.
- In Workflows conditions and update field action, now you can set Field and Expressions for Picklist field values.
Usability areas:
- Fixed Search Bar in the List view.
Impact: None, Service will be available during this update, without any disruption.
Time: Servers in different regions will be updated at different times, as noted above.
Posted On: Feb 06th, 09:25 GMT