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3 Customers records and basic data management
vtenext identifies 4 types of customer records: Leads: potential customers; Accounts: acquired cu...
3.1 Leads
A lead is a potential customer whose interest in the products or services offered by your company...
3.1.1 Lead creation
Creating a new lead: to create a new record, access the LEADS module and click on the button The...
3.1.2 Lead conversion
A show of interest from the lead in relation to your proposal corresponds to the opening of a com...
3.1.3 Lead Conversion Process
If you go to Settings -> Process Manager you can find the new Lead Conversion Process which can b...
3.2 Accounts
The accounts module contains the records concerning the corporate titles of: Customers; Potential...
3.3 Contacts
Contacts contains the lists of the physical persons with whom relations have been established: ac...
vtenext 21.01 release notes
General improvements 1. European national holidays support on Calendars. 2. Improved centralized ...
vtenext 21.10.1 Release Note
NEW add Mexico timezones NEW add support to check european tax numbers NEW solar/working days in ...
vtenext 22.05 Release Note
Here are the news of the new release: Support for the new app Wilson for vtenext vte prop for def...
vtenext 23.08 Release Note
New Customer Portal It's possible to configure the customer portal with customized profiles for e...
vtenext 24.08 Release Note
New Web Features Bookme: In the user preferences, a new option has been added to easily copy the ...
vtenext 25.02 Release Note
Cases Module The Cases module is designed to manage reports, issues, and internal requests within...
2 First steps: how to browse vtenext
This section consists in a brief introduction to vtenext for those who are accessing the system f...
2.1 System login
To login to vtenext enter your user credentials in the system login page and click on the Login b...
2.1.1 User session duration
The duration of the user session in vtenext depends mainly on the php session, that is on a param...
2.2 Home
When the user logs in to the CRM the user-specific home page can be displayed (this setting is ed...
2.3 Navigation methods: menus
The navigation within vtenext is guided from two menus positioned on the left and right of the sc...
2.3.1 Global Search
The global search function, located in the first place on the right-hand toolbar, allows interrog...
2.3.2 Fixed Icons
Processes: clicking on this icon gives access to the detailed view of all processes implemented i...