Vtiger Actions automatically sends you reminders about all your activities, events, tasks, meetings, and more.
The Actions feature in Vtiger not only helps
you delight your customers but also provides better engagement within and between teams. The feature comes with its own module in the CRM with the following key features:
helps you tag your colleagues on ukraine phone number data activities or files, ensuring seamless collaboration. You’ll also be alerted if someone mentions your name in a task, asks a question, or asks for clarification, helping you respond faster and get work done.
For example, if you want to discuss a
deal with your manager, you can use in the Actions module. This way, your manager will receive an instant notification and be able it is more than proven to respond to you immediately.
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The Updates tab displays all updates about the tasks or activities that have been performed. For example, if a deal has been closed, a team member has shared a document with you, or your approval is pending.
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It notifies you when customers act on china phone numbers emails or documents you send. Alerts pop up when contacts open, reply, download or forward your emails or documents.
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Vtiger alerts are divided into four groups –
Activity Alerts, Engagement Alerts, Mention Alerts, and Smart Alerts. These are customizable and you can add alerts as per your choice. Once you add an alert, it will show the status, object that triggered the alert, etc.
