Activity Reminders Remind you of upcoming or overdue tasks. You can add different alerts such as event alerts, task alerts, potential client alerts, etc.
Engagement Alerts Notify you when your customers
interact with your emails or documents. It displays uruguay phone number data alerts for emails opened by contacts, emails clicked by contacts, documents viewed by contacts, etc.
Mention Alerts Trigger a notification when someone mentions your name in a task.
Smart Alerts Provides alerts when a deal is idle for a long time. It also gives lifecycle alerts when a deal is in the Marketing Qualified stage, Sales Qualified stage, etc. As mentioned above, you can add different alerts like Approval alerts, Service Contract, etc. to keep you informed. Smart Alerts displays the status like the record is awaiting impersonal television your approval, Service Contract is due for renewal in 10 days, etc.
search
With different notifications piling up, it can be hard
to keep track of important reminders. With Vtiger search option, you can search notifications by mentioning the name of the person, date, etc. in the drop-down menu.
My Action
It provides detailed information about your upcoming
and overdue events and tasks in the My Actions tab. The alerts feature in today’s actions displays different alerts like smart alerts china phone numbers engagement alerts, etc. By using the new actions, you can send emails, answer calls, create meetings, and more.
My List
You can organize all your deals, calendars, cases, etc. in the My List tab to organize your tasks efficiently.
Benefits of using Vtiger operations
Let us discuss the different benefits that Vtiger
Actions module provides in streamlining your business activities and optimizing your business levels.
Access to centralized data
The core function of Vtiger CRM is to centralize data. When you have access to data such as deals, calendars, events, etc., you can easily plan your activities and schedule. For example, the “My List” or “Alerts” section in Actions simplifies your daily planning with reminders and event scheduling. It also helps you prepare for client meetings and events.
Strengthening cooperation
By using features like @Mentions, you can easily engage within and between teams. Also, regular updates on who has opened or forwarded your emails or documents make it easier to engage with your customers. For example, if you are running an email marketing campaign, your sales reps can reach out to customers who opened the email and try to close a deal quickly.
Improve productivity
The Actions feature in Vtiger improves your team’s
productivity and performance through different reminders, alerts, or notifications. It ensures that you never miss out on important tasks or deadlines, thereby increasing productivity and efficiency.
Improve data-driven insights
When you have the ability to alert you when a deal is in the idle stage or marketing qualified stage, superiors can easily instruct their team and proceed with the next step. For example, sales representatives can contact those customers whose deals are in the idle stage with offers that have a high chance of eventually leading to deal conversion.
