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vtiger crm integration with vicidial
Posted:
Mon Feb 04, 2013 5:30 amby raju
HI friends
i am using the GoAutoDial CE 2.1
and vicidialadmin:
VERSION: 2.4-309a
BUILD: 110430-1642
© 2011 ViciDial Group
asterisk version:1.4.39.1
vtiger CRM 5.1.0
i want to know how to configure vtiger with vicidial. i have added in system settings in vicidial. and defined the web form:http://server ip/vicidial/vtiger_search.php
after that i have uploaded the leads in the lead list. then after what is the procedure to do. please help me
Re: vtiger crm integration with vicidial
Posted:
Mon Feb 04, 2013 10:35 amby williamconley
have you installed vtiger and pushed the button in the admin->system settings to sync users?
Re: vtiger crm integration with vicidial
Posted:
Mon Feb 04, 2013 11:21 pmby raju
yes. i have installed vtiger CRM 5.1.0 and i have synchronized the users. when ever login in to the agent screen, after getting the call on agent screen i just click the webform
that lead is stored in vtiger crm. and that user is added in vtiger users list.
Re: vtiger crm integration with vicidial
Posted:
Tue Feb 05, 2013 7:12 pmby williamconley
In that case ... it is working. What else do you want?
Re: vtiger crm integration with vicidial
Posted:
Tue Feb 05, 2013 10:30 pmby raju
ok. thank you
Re: vtiger crm integration with vicidial
Posted:
Tue Feb 05, 2013 11:07 pmby raju
but here in vtiger campaigns are not created automatically. what we created in vicidial campaign.?
Re: vtiger crm integration with vicidial
Posted:
Tue Feb 05, 2013 11:44 pmby williamconley
vTiger email campaigns are not related to vicidial "dialing" campaigns, if that is what you refer to.
Re: vtiger crm integration with vicidial
Posted:
Wed Feb 06, 2013 1:15 amby raju
means all leads are clubbed in vtigercrm?
Re: vtiger crm integration with vicidial
Posted:
Wed Feb 06, 2013 12:43 pmby williamconley
what is dubbed?
Re: vtiger crm integration with vicidial
Posted:
Thu Feb 07, 2013 9:51 pmby gers55
I found the webform module the best way to add leads etc. to vtiger. Create the webform via html editor and just drop the code in your script via iframe. You can even prepopulate webform with customer details .Check help button in scripts for more info.