Welcome back to another chapter of the blog series Big Little Things, where we highlight some of the lesser known and sometimes overlooked features and enhancements in Vtiger CRM that can be very powerful. This post focuses on the Follow feature, which allows users to follow records and then receive updates on any modifications performed by other users. Let’s dive in and learn more about this feature.
What is the follow feature?
The follow feature is available in all modules where records are stored and is a great way to notify users of any changes or updates made senegal phone number data to the records that interest them the most or require special attention. It only takes one or two clicks to start following records, and once followed, users will receive notifications via email, desktop, or both, depending on how the administrator has set up Smart Alerts for this feature.
How to use the follow feature
Once in list view, users can follow a record website costs for small businesses by simply clicking the star (follow button) to the left of the record.
Users can also select the box next to each record and then choose the Follow button from the list view actions options. Following records from a list view also enables users to select multiple records at once, which is useful when they are cameroon business directory generating lists based on criteria or using list view searches to refine certain records.
For example, if a sales manager wants to focus on all deals
that are in the “Ready to Close” sales stage, they can use the list view search filter or generate a custom list to show only deal records in that stage. From there, the sales manager can select all records and track them with just a few clicks.