With the help of this manual you will quickly become familiar with the CRM system. The aim of this manual is to bring together the knowledge about the vtiger CRM functions and features with the sales processes as they are defined by companies using the CRM system. We will explain how to configure the system to fit your needs and how to use it effectively.

Please keep in mind that this CRM system is a tool for your sales, marketing, and/or service organization. It is especially suited for companies:

We believe that most CRM system users and administrators will benefit by reading this manual from cover to cover. Yet, we also know that if you are involved in CRM today, your hectic schedule may force you to skim through this manual to get the highlights, until you can find a quiet moment to read more thoroughly. So we have tried to make it easy for you. The document has a progressive structure, starting with the basics and becoming more detailed as you move ahead. In addition, references to other useful resources are provided.

The names for organisations or contacts used in the examples of this manual are imaginary. Any resemblances to existing companies or persons is coincidental.

The use of the CRM software and its related user documentation is subject to the terms and conditions of the applicable licenses.

Manual Instructions

You can identify the manual version by its ID number located on the second page of this document. The first 3 digits of this number identify the document type. The next three digits are the version number. The last two digits identify the edition within a version.

This manual uses the following terms and syntax when explaining procedures and steps:

Browser-based user entries

All browser-based instructions to be entered by users are written in bold or italics, and put in brackets.

Sample: Please click the [Save] button.

Menu-based instructions

Instructions to be entered by the menu are also written bold, or in italics, and put in brackets. Multiple instructions are separated by the ">" sign.

Sample: Please click [Contacts] > [New].

Furthermore, several icons are used to mark special comments:

	Note
	Special comments you should remember when reading the manual.

	Important
	These are rules you must follow when working with the CRM system.

	Warning
	Informs you about consequences of doing something wrong.

	Tip
	Provides hints for doing something faster or better.