Vtiger Feature: Calendar List View Default Status

As we stated in an earlier post, calendar list view is the best option for salespeople who have a long schedule of phone calls.  To have list view be your calendar default status: Go to CRM Settings>My Preferences>Calendar Settings Select the edit pencil when you hover “Default Calendar View”  Select “List View”, then the green check […]

Vtiger Customization: Make it Easy for Your Sales Team to Update Opportunities

Our client requested an easier flow for creating and updating opportunities because they found that their sales team was not adding information in their company’s Vtiger CRM. This led to lost information and weaker sales outcomes. To combat this problem, Boru created a tool that simplified the process of entering data and saved the salespeople time.  With this […]

Vtiger Customization: Help Sales Reps Use Vtiger More Effectively with Head-Up Display

One of the most common complaints we hear from our clients is that navigating the Vtiger system is too difficult for their sales team and wastes their representatives time.  Some sales people find it so complicated that they completely avoid using their company database. For this reason, having your most important customer information on one […]