Tag: CRM

vtiger – Creating HTML Email Template

In these video tutorials we look at how to create a html email from scratch using the tools within the vtiger CRM.

Video 1 – Insert table and images
Video 2 – Add text, format, hyperlinks and personalise. (continue reading…)

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vtiger CRM Creating Lists & Filters

In these video tutorials we look at how to use the 3 main powerful list and sort tools within the vtiger CRM:-

Search (Video 1)
Advanced Search (Video 1)
Filters. (Video 2) (continue reading…)

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