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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…

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Human Resources Management in Odoo/OpenERP

For Open ERP/ODOO, “employee” constitutes all of the people who have an employment contract with the company or working for the company. This has all types of contract: contracts with both fixed and undetermined time periods, and also independent and freelance contracts. A “user” is a person who’s given access to the company’s…

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Wondering how to manage your annual support/service contracts?

What is a Service Contract? Service contracts are defined as the agreement which is rendered to the customer and it is negotiable, as per contract, our service support center/help desk is supposed to provide services for the decided time period. Fields where we use service contracts Service contracts can be…

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10 Questions to Help You Choose the Right CRM Software

 Questions That Will Help You To Choose The Right CRM SOFTWARE   Most of the people have a need to use CRM system but they do not know which product is best fir for them. We always tell the people that most CRM products are very similar, but there are…

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Cloudyogi CRM 6.0 coming soon

Our experts are working to launch a new version of Cloudyogi CRM as Cloudyogi CRM 6.0. This version has new features wrapped in a brand new interface, designed to quickly access the information that you frequently use, to help you work and collaborate faster with your colleagues, to accomplish tasks in fewer clicks, find other…

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How leads are different from opportunity in vTiger?

LEAD Lead module lies second from left to right of vTiger CRM next to organisation module. Leads are collected from marketing events such as advertisement, trade show,conference etc. Lead is a hope who may or may not be interested in your product/service. The aim of a salesperson is to convert a…

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Overview: Hands On with VTiger 6 Beta

In Part One of this series, we’re going to look at the Beta version of the eagerly-waited VTiger 6, Launched in the latter half of July, VTiger 6 is currently set to have it’s full, ‘RC’ Release, in early December – but what should we expect to see? User Interface:…

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Managing Deceased Contacts in CiviCRM

With any CRM, data can be considered as being in a ‘fluid’ shape, in that it is always changing. Data that you have painstakingly entered a couple of months ago is already showing possible signs of degradation. With CiviCRM, due to it’s tendency to be used moreso by non-profit, or…