Vtiger Admin Training

VTiger Admin Training

Jumping Bean Suse Training

VTiger is the leading open-source customer relationship management system (CRM) that helps corporate's manage and streamline their sales pipelines and processes. Track and nurture customers across marketing, sales, and customer service with VTiger

Description Days Price (exc vat)

VTiger Admin Traning



R 12,500 $ 1,000
  • Lunch, refreshments and training material included.
  • Class start at 9:00am for 9:30am
  • South Africa training locations: Johannesburg, Cape Town, Durban
  • Global training locations: USA, Candana, UK, Dubai, Europe

Getting Started with Vtiger

  • Vtiger navigation
  • Personalization of home page
  • Languages and user preferences
  • How is data organized in Vtiger?
  • Data sharing and visibility
  • Viewing alerts using Notification center and Desktop notifications

Internal Collaboration

  • Record contextual collaboration with Comments and @mentions
  • Internal chat tool for instant collaboration with internal team
  • Use Vtiger documents to share content internally

External Collaboration – Emails, Calls, Documents

  • Using sales inbox for collaborative task based emails
  • Using Gmail plugin to link Emails with Vtiger CRM records without leaving Gmail
  • Share documents with Contacts

Quote Management

  • Create Quote from Opportunity
  • Send Quotes with ready-to-use templates
  • Inventory management using Products
  • Manage Sales Orders and Invoices


  • Creating detailed report, chart report and pivot report
  • Track your sales targets and actuals with Sales insights
  • Check your activity log and efficiency for ongoing deals
  • Get monthly, quarterly pipeline health status digest emails
  • Use Sales Insights to check your team’s current pipeline, projections, activity and deal status

Customizing Vtiger for your Sales Team

  • Set up Sales hierarchy
  • Set up financial year, Forecast and Quota time periods.
  • Set up Sales Stages and map to Forecast categories
  • Assign quotas to your team, adjust forecasts for your team.
  • Create Appointment pages for customer meetings
  • Customize Email templates for your sales team to send standard replies
  • Customize Print templates to reflect in the quotes sent by your sales team.

Automating Sales Process

  • Workflows to automate repetitive tasks
  • Round Robin assignment rules for Leads and Opportunities
  • Thresholds for Idle alerts
  • Set up automation rules for Inbox
  • Advanced reporting and scheduling

Case Management

  • Working with cases – creation to closure
  • Multi-channel engagement
  • Using list views and summary views
  • Using templates
  • Using knowledge base
  • Alerts and escalations

Customizing Vtiger for your Support Team

  • Define Roles and Profiles
  • Organize your support team
  • Configure business hours
  • Set up SLAs
  • Response and resolution times
  • Alerts and escalations
  • Define list views based (based on escalation status, due time, priority, ..)
  • Define templates for alerts, escalations, acknowledgements
  • Create knowledge base
  • Customize layouts for summary views

Define Your Support Process

  • Define case lifecycle from creation to closure
  • Define triggers and transitions

Automating Support Process

  • Workflows to automate repetitive tasks
  • Including case creation and routing to groups
  • Round Robin assignment rules for Cases
  • Thresholds for Idle alerts
  • Notifications and alerts for cases not assigned or accepted on time
  • Case closure from Wait and Resolved states
  • SLA clock behavior for custom states
  • State transitions from Wait states on customer reply

Support Insights and aAd-hoc Reports

  • Understanding real time widgets
  • Understanding historic charts
  • Generating ad-hoc reports