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VNCcrm Account Management

Updated till version 1.1.9

Activate the VNCcrm module in VNCproject

Make sure you are a member of the respective project and have the necessary user role (sales director, sales manager, sales rep, or partner) related to managing the CRM feature on the project level.

In order to activate CRM on a particular project, you need to:

  1. Open VNCproject.
  2. From the "Project Settings" page (navigate to Projects > Settings), click the down arrow next to Advanced Settings.

  3. Under the Modules section, switch on the VNCcrm toggle.

    • Note: This will also activate a few trackers automatically.

After this has been done, you will get access to the VNCcrm interface by clicking the respective icon on the App Switcher.

Quick overview of VNCcrm

VNCcrm allows businesses to save time and grow productivity by implementing automatic workflows to manage customer interactions throughout the complete sales cycle and monitor sales prospects.

After you have logged in, you are taken to the start page of VNCcrm which consists of the following sections:

  1. App Selection Menu: Located in the upper left corner, click the bento menu icon to reveal the menu that lets you access various VNClagoon apps, available for your account.
  2. Top Navigation Bar: Here you can quickly move through different pages.

  3. Dashboard: The central section in the VNCcrm user interface. Represents a place to organize Leads and Opportunities. The Dashboard consists of the following components:

    • Filters: To narrow the scope of a search query to eliminate irrelevant information to help you find the exact content you are looking for.
    • Chips: Allows you to make a selection between "Pipeline", "Leads", and "Opportunities".
    • Columns: Columns keep cards organized in their various stages of the buyer's cycle.
    • Cards: Represent the smallest, but most detailed unit of a Dashboard. Cards are used to represent Leads and Opportunities. To create a new card, click the plus icon at the bottom and select a respective option. You can drag and drop cards across columns to show the different stages of customer interactions. There’s no limit to the number of cards you can add to a Dashboard.
    • Card customization: Cards on the Dashboard can be displayed in three ways. You can select your preference by clicking a respective icon in the upper right of the Dashboard.

  4. Search: Click the search bar to start searching.

  5. Settings Menu: The personal menu guides you to your settings and the help functions. The dropdown menu also provides you an option to log out of VNCcrm.

Access Help Center

  1. In the upper right corner, click the profile icon.

  2. Navigate to Help and select one of the following options:

    • Manual & Document. A comprehensive user guide providing step-by-step instructions on how to use VNCcrm.
    • Helpdesk. Adding a support request.

  1. In the upper right corner, click the profile icon.

  2. Navigate to Help and select one of the following options:

    • Terms of use. A "Terms of Service" agreement provides details about the relationship between VNClagoon and users. It sets forth clauses that embody the rules, requirements, restrictions, and limitations that a user must agree to use the VNClagoon applications.
    • Data privacy policy. Data Privacy Policy provides details about what type of information is collected and tracked on the website, how the information may be used, and with whom the information may be shared.

Log out

  1. In the upper right corner, click the profile icon.
  2. Select Log out from the dropdown menu.