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As with Leads and Companies, Contacts are also organized with filters and information cards. The ...

As with the Leads, the Companies are also organized with filters and information cards (address, ...

The Leads module is displayed according to the filters available in the App, which are those defi...

Wilson for vtenext allows you to work anywhere, just as if you were sitting in your office in fro...

Only contacts present in vtenext can be enabled for the Customer Portal. Within the individual co...

The crm has a module called Recycle bin which allows to restore every removed entity from every m...

Il crm dispone di un modulo Cestino, che permette di recuperare tutte le entità eliminate da qual...

In Settings, you will also find the section for 'Logos,' which allows us to change both the logos...

vtenext proposes an alternative solution to manage the exchange of information within your organi...

To proceed with the email configuration you need to open the module Messages:  First of all yo...

You have two ways to edit or duplicate an event:  BY DRAGGING If you drag an event to a diffe...

If you go to Settings -> Process Manager you can find the new Lead Conversion Process which can b...

In the User Preferences you can activate the Two-factor Authentication. It can be: Not activ...

The button Request Remote Support is used to create temporary credentials that must be provided...

To access user settings click on the icon of your personal avatar and then click on PREFERENCES...

New Customer Portal It's possible to configure the customer portal with customized profiles ...

Customer acquisition cycle Acquired customer cycle Assistance cycle Purchasing cycle (ve...

Customer Acquisition & Sales Automated acquisition of potential accounts via contact webform; ...

vtenext supports management of all customer-related flows, from acquisition to assistance, allowi...

Anche i Contatti, come i Leads e le Aziende, sono organizzati da filtri e schede informative. All...