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The button is used to create a new entity in the module in which you are currently positioned. While clicking on allows to enter in a sub-menu with the following options:   Delete: it allows to delete all selected records in the list Mass Edit it allows ...

To find a term in a specific module, press the icon search. The research result is temporary, in fact it is cleared when the page is closed or updated. To perform researches that can be saved and retrieved please refer to the Filters function. 1. Search bo...

The application is structured according to relations between the various modules, based on the process logic. Each module offers the following access views: 1. List view: proposes the list of data (files) present in the module. Possible actions from this v...

1. Relations with other modules: positioned on the right of the screen, this function summarises all the relations with other modules of the record in which you are operating by indicating the numbers of related elements. To display a related module click on...

In the list view and in the detail view, the CRM allows you to preview several summary items of a related entity (in accordance with the access credentials of the profiles linked to the individual user). N.B. The visible fields inside the Relational Quick l...

The filters facilitate CRM search activities. Setting up a filter means creating a search system that can be retrieved whenever necessary. Any customised fields you have created in the vtenext modules can also be used as filters for the creation of lists. You ...

The following section explains how to create a customised filter starting from a list of accounts. This procedure can be applied to all the other modules. Configuration parameters: columns content (filter fields displayed) any time interval in which the d...

To access user settings click on the icon of your personal avatar and then click on PREFERENCES.The page appears as shown below: User login and role This box is used to: change the password; configure access via LDAP (only if available in the company...

The button Request Remote Support is used to create temporary credentials that must be provided to the vtenext HelpDesk if needed. Clicking that button makes this pop-up appear: Here you can select the duration of the validity of these credentials and yo...

In the User Preferences you can activate the Two-factor Authentication. It can be: Not active; With Wilson app: in this case, to authenticate in vtenext you must consent it from the app; With email: n this case, to authenticate in vtenext you must conse...

The access privileges associated with the user and used to access vtenext are defined by the admin user.Based on the selected modules, the following permissions can be granted to a vtenext user: view; create or edit; delete; import/export data.   N.B...

vtenext identifies 4 types of customer records: Leads: potential customers; Accounts: acquired customers or customers in negotiations, defined by name (including ex-customers, partners, distributors…); Contacts: people with whom you have commercial relati...

A lead is a potential customer whose interest in the products or services offered by your company is to be investigated. To aid understanding of the concept of lead, imagine a business card you picked up during a marketing campaign. The lead in question will t...

Creating a new lead: to create a new record, access the LEADS module and click on the button The lead creation window will appear: Example of key record fields: Name/Surname Name and surname of the contact person. Company Comp...

A show of interest from the lead in relation to your proposal corresponds to the opening of a commercial negotiation. Before the offer is generated, the lead must be converted into: a Contact with the data of the physical person (name, surname, email, mobil...

If you go to Settings -> Process Manager you can find the new Lead Conversion Process which can be edited as you wish to make it more useful.

The accounts module contains the records concerning the corporate titles of: Customers; Potential customers with a potential and a quote already created and related; Others: partners, resellers, distributors, partners, other sites, etc. It is preferabl...

Contacts contains the lists of the physical persons with whom relations have been established: account contact persons (customers, partners, or other type); private customers (or potentials) who generally come from a lead conversion; vendor contact person...

The Vendors module contains the business name records that correspond to companies that supply goods and services. You can add a new vendor with the  button. Here are some relevant fields for Vendors: Vendor name Business name. GL...

If authorised by admin, you will find two specific buttons for data Import/Export in the vtenext Leads, Contacts, Accounts and Vendors modules. Import data; How format CSV file before upload; Export data; Manage duplicate record within a module; Save im...