Skip to player
Skip to main content
Search
Connect
Watch fullscreen
Like
Bookmark
Share
More
Add to Playlist
Report
Vtiger CRM - Access control based on profile of a sales user
Vtiger CRM
Follow
8 years ago
Set up profiles for each user or group to control their access on CRM records
For more information, visit - https://www.vtiger.com/docs/profiles
Category
📚
Learning
Show less
Comments
Add your comment
Recommended
4:15
|
Up next
Work Order Management in Vtiger CRM 7
Vtiger CRM
8 years ago
0:43
Define transitions from resolved and wait states in Vtiger CRM
Vtiger CRM
8 years ago
1:13
Capture totals, averages of key metrics and auto forward them to key stakeholders in Vtiger CRM
Vtiger CRM
8 years ago
0:28
Capture and classify FAQs based on product, functionality etc. in Vtiger CRM
Vtiger CRM
8 years ago
0:50
Set up customer portal to promote self service in Vtiger CRM
Vtiger CRM
8 years ago
1:17
Get Detail report of your sales pipeline in Vtiger CRM
Vtiger CRM
8 years ago
1:07
Get Chart report to visually analyse and interpret data in Vtiger CRM
Vtiger CRM
8 years ago
0:57
Share a report with sales team in Vtiger CRM
Vtiger CRM
8 years ago
1:08
Set up a detail report to run at a scheduled date/time in Vtiger CRM
Vtiger CRM
8 years ago
0:52
Get aggregated stats of sales person via Pivot reports in Vtiger CRM
Vtiger CRM
8 years ago
1:52
Set up dashboard for sales team in Vtiger CRM
Vtiger CRM
8 years ago
0:58
Build your new custom modules in Vtiger CRM
Vtiger CRM
8 years ago
0:49
Import contacts from CSV file in Vtiger CRM
Vtiger CRM
8 years ago
0:51
Sync Contacts from Google contacts in Vtiger CRM
Vtiger CRM
8 years ago
1:57
Set up custom fields in contacts in Vtiger CRM
Vtiger CRM
8 years ago
1:47
Set up custom fields in opportunities in Vtiger CRM
Vtiger CRM
8 years ago
0:55
Set up sales roles hierarchy in Vtiger CRM
Vtiger CRM
8 years ago
0:45
Set up default lists for sales team in Vtiger CRM
Vtiger CRM
8 years ago
1:47
Set up Contact life cycle stages in Vtiger CRM
Vtiger CRM
8 years ago
2:04
Set up sales stages with custom colors in Vtiger CRM
Vtiger CRM
8 years ago
0:43
Set up base currency of your Organization in Vtiger CRM
Vtiger CRM
8 years ago
3:52
Approvals in Vtiger CRM
Vtiger CRM
8 years ago
1:25
Vtiger CRM - Create Tasks using Workflows
Vtiger CRM
8 years ago
1:43
2 way sync between Vtiger and Gmail
Vtiger CRM
7 years ago
4:31
Managing consents within Vtiger CRM
Vtiger CRM
7 years ago
Comments