Deals Module

Documentation

Deals Module

The Deals module in Vryno CRM is your key to effectively managing and closing business opportunities. This module is designed to empower your sales team by providing a centralized platform…

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Articles

Articles

How to create Deals in Vryno CRM

Deal Management in Vryno CRM  Link for Reference: https://docs.vryno.com/docs/vryno_user_manual/guide_for_starters/deal_management_in_vryno    What is Deal Management?   Deal…

How to update/edits record in Deals module

How to Update/Edit Records in Deals Module     There are two ways to editing records in…

How to Mass Delete Deals

Mass Deleting Deals     Follow these steps to delete contact records in mass:  Step 1: Log…

How to send Mass Email in Deals module

How to send Mass Email in Deals Module     Follow the below steps to send Mass…

How to create Custom views in Deals module

How to Create Custom Views in Deals Module     Follow the below steps to create Custom…

How to Mass Update Deals in Vryno CRM

How to Mass Update Deals in Vryno CRM: Login to Vryno CRM: Log in to Vryno…

How to use Quick Filters in the Deals module of Vryno CRM

1. Login to Vryno CRM Account: Navigate to the Vryno CRM login page and enter your…

How to use different views of Deals module in Vryno CRM

 Views in Vryno CRM Explore different perspectives with Grid view, List view, and Kanban view in…

How to create a custom view in Deals module in Vryno CRM

Steps to create a custom view in Deals module in Vryno CRM   1.   Login to…

How to Customize module layouts in Deals module in Vryno CRM

Steps to Customize Module Layouts in Deals module in Vryno CRM:   Login to Vryno CRM:…

How to Schedule Email Campagins in Deals Module

Login to Vryno CRM: Login to Vryno CRM using your User ID and Password. Go to Deals…

How to Set Up and Manage Date and Time Workflows in Deals Module in Vryno CRM

What is a Date and Time Workflow in Vryno CRM? A "Date and Time Workflow" refers…

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