How to use customer portal for resgitering complaints
How to use customer portal for resgitering complaints Go to your URL for example – http://xyz.cloudyogi.com/portal , Once you do so the below screen will open Use your username and password provided by the customer or CRM and login After you login below screen will open Below screenshot will let you…
CRM for HR Companies/Consultants
CRM is the tool which is used for the managing your relationship with the customers, this can be used in business to consumer or Business to corporate environment as well. In today’s competitive business scenario, recognizing this fact is mandatory for a company’s success. To assist businesses come out with the never-ending customer demands,…
Transferring Leads to opportunity in Vtiger / Cloud Yogi CRM
Vtiger CRM/Cloud Yogi CRM allows you to manage your leads and convert them to opportunity at a suitable time. Once a Lead is eligible and determined to be a probable sale, the Lead is converted to a customer Organization, Contact and an Opportunity. When converting a lead, vtiger CRM creates…