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To create an invoice in Vtiger CRM, go to the Invoices module, click on Add Invoice, fill in the necessary details such as customer information, products or services, and pricing, and then save the invoice. You can also generate PDF versions of the invoice for printing or emailing.
Related Question and Answers
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To uninstall a module in Vtiger, go to the Module Manager, find the module you want to uninstall, and click on the “Uninstall” button. Follow the prompts to complete the uninstallation process.
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To create a new module in Vtiger CRM 7, you can use the Module Builder tool available in the CRM. This tool allows you to define module fields, layouts, and relationships with other modules. You can also customize the module to fit your specific requirements.
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Vtiger CRM offers various features for sales management, including lead and contact management, opportunity tracking, sales automation, and reporting. These tools help streamline sales processes and improve overall sales performance.
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Yes, it is possible to integrate Exotel with vTiger CRM using available integration tools. This integration can enhance your communication capabilities within the CRM. Whether you should use vTiger depends on your specific business needs and how well the CRM meets those requirements.
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Finding information on Vtiger CRM is relatively easy due to its comprehensive documentation, community forums, and support resources. The official Vtiger website provides detailed guides and tutorials to help users navigate the platform.
Vtiger CRM
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