Option to sync vTiger records with Vicidial – Field mapping of vTiger field with vicidial field

Field mapping between vTiger modules with ViciDial record fields

Sync ViciDial record with vTiger

Sync list between vTiger with ViciDial

Easy to use campaign synchronization between vTiger and ViciDial

Add leads from vtiger to ViciDial from specific leads screen of vTiger

Add campaign from vtiger which will sync with ViciDial campaign.

Add list from vtiger sync with ViciDial automatically

Add group in vtiger sync with ViciDial. This will help to assign records to Group in ViciDial

• Login in to ViciDial with Administration User. Go to Admin → System Settings. Fill Up all information related to CRM and click on Submit Button

• Go to Users → Add A New User. Fill Up all information and click on Submit Button. After creating user in ViciDial it’s automatically creating in CRM. When you modify User information in ViciDial it’s automatically update in CRM

• Go to Campaigns -> Campaigns Main ->  Add A New Campaign. Fill Up all information and click on Submit Button. After creating Campaign in ViciDial it’s automatically creating in CRM. When you modify Campaign information in ViciDial it’s automatically update in CRM

• Go to Lists->Add A New List. Fill Up all information and click on Submit Button. After creating List in ViciDial it’s automatically creating in CRM. When you modify List information in ViciDial it’s automatically update in CRM

• Go to Lists->Add A New Lead. Fill Up all information and click on Submit Button. After creating Lead in ViciDial it’s automatically creating in CRM. When you modify Lead information in ViciDial it’s automatically update in CRM

• Go to Lists->Load New Leads. When you imports csv file form ViciDial it’s automatically update in CRM

• Go to USER GROUPS → Add A New User Group. Fill Up all information and click on Submit Button. After creating user in ViciDial it’s automatically creating in CRM. When you modify Group information in ViciDial it’s automatically update in CRM

VICIdial screen apear inside vTiger on left panel

Click to call from vTiger screen on click on phone number

Display live call on VICIdial with lead information inside vTiger screen

Display call recording information on left panel of VICIdial to agent with call status and recording file information.

• Disposition with call back then it’s create new event in to crm

• Click on Manual Dial it’s open popup. Fill up Phone Number and click on “Dial Now” then after CRM Check if leads is already existing in crm then leads deities page display. Other wise new creating leads page display