User Permissions for Phone Number Databases

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Let's say you want to present a demo of a recently launched product to Peter Smith on February 15. Instead of creating an event from the Vtiger Events module, you can schedule a meeting by entering your request .

mention “Create a demo meeting with Peter Smith on February 15, 2024. CRM will quickly create the meeting event for you by adding all the relevant information.

Create report

Similar to the above queries, you can create powerful reports on the important information you want to know. You can extract information related to tasks/meetings assigned to you during a particular day, week, or month; open deals or cases; and contacts created between a particular date.

Here you can set Show me a report of my open trades by period in europe cell phone number list the search bar. The results will be displayed in different formats like charts, pivot tables, etc. You can select the format of your choice to view the details

Browse this section if you want to explore other types of queries you can use.

You can also enter a general query in the calculation window like composing an email highlighting an offer to be sent to a prospect, drafting a 500-word blog about the latest CRM trends, or rephrasing a chat response.


Interact with CRM using natural language: You can interact with your CRM using natural language, making it more friendly to people who are not familiar with complex query languages. Queries like “Give me a summary” or “Create a record” can get your work done at lightning speed.
Improved data accessibility: You can seamlessly access CRM data like details about tasks assigned to you, deal status, contacts created on or between a particular date, etc. All this is possible by staying in a single window -Ask Calculus AI without switching between different screens.
Reduce time spent on daily tasks: Clicking on each module and setting up daily meetings, performing data analysis by drilling down on large volumes