Cloud Yogi vTiger CRM Customer Portal User Manual
Cloud Yogi / VtigerCRM Customer Portal User Manual Cloud Yogi CRM & vTiger CRM come’s with customer portal, where these CRMs empower the customers (customers of the CRM user) to enter complaints and see (Trouble Tickets), view FAQs, Invoice, Quotation, Products, Service, Documents (associated with them), Assets & Project Management ( Project,…
Quotation Management in vtiger/vtplus CRM
This week’s topic is Quotes module, which comes under Inventory Management: This is how the Quotes module home-screen looks like: A Quote can be defined as a formal statement issued by a seller, to the prospective buyer at their request. It contains the detailed list of Products and Services, Prices and…