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6.1.4 Special variables in the newsletter template
Refer to the previous sections for the general template configuration instructions. There are spe...
3.1.2 Lead conversion
A show of interest from the lead in relation to your proposal corresponds to the opening of a com...
5.2.2 Writing and reading emails
There are three equivalent options to send an email, e.g. to a contact: 1. clicking on the email...
15.4 Synchronizations
From vtenext settings the crm synchronization function can be accessed with other applications. T...
"Warehouse" management
Come anticipato, il componente aggiuntivo permette di estendere le funzionalità standard di vtene...
Gestione “Magazzini”
Come anticipato, il componente aggiuntivo permette di estendere le funzionalità standard di vtene...
9.2 Quotes
You can create a new quote through the reports and Add Quote menu from the potential, company or ...
6. Global Research
When it is necessary to search for a record across the entire CRM, start by clicking the magnifyi...
4.1 Conversations
Clicking on the relevant icon in the control bar at the bottom opens the Conversations panel as s...
5.2 Applying Changes
When customizations are applied in the CRM (server side), it is necessary to close and then reope...
3.21 Delivery Notes
Like all the VTENEXT modules, Delivery Notes are organized with filters and information cards. Th...
3.20 Visit Reports
This module is for managing visits to potential or established customers. As usual it is organize...
3.19 Purchase Orders
Purchase Orders are again organized with filters and information cards (main information, address...
3.18 Vendors
This module is for managing the purchasing cycle. Vendors are organized with filters and informat...
3.17 Scadenze
Le Scadenze sono utili per gestire un deadline di un progetto, oppure per gestire le scadenze gio...
3.17 Milestones
Milestones are useful for managing project deadlines or daily/weekly/monthly/annual company Miles...
3.16 Project Tasks
Project Tasks are part of a Plan and are important for establishing “who does what” within a proj...
3.15 Projects
Projects is the most appropriate place for managing a new project, checking its development, and ...
3.14 Trouble Tickets
The Help Desk module contains all the Trouble Tickets opened by customers or internally by the Te...
3.13 Service Contracts
Service Contracts (services measured in hours/days) are organized with filters and information ca...