VSCRM Help Center · FAQ
Frequently Asked Questions
Find quick answers for every VSCRM module — leads, tasks, WhatsApp, reports, team structure, and more.
26+
Categories Covered
50+
Help Questions
24/7
Support & Training
Automation
When using Pull APIs, the data is typically retrieved in batches from external systems. After integration, it takes approximately 10–15 minutes for the leads to appear in your system. This delay occurs due to the time it takes to fetch and process the data from external sources.
With Push APIs, leads are pushed instantly to external systems as soon as they are available in your CRM. There is no delay, ensuring that the leads are transmitted and integrated in real-time without any waiting period.
WhatsApp Embedded Signup is for phone numbers that are new or not currently associated with WhatsApp Business. WhatsApp Business App Onboarding is for phone numbers already in use with WhatsApp Business on a mobile device.
Branches
The Branches page allows you to manage all your business locations, including adding, editing, deleting branches, and maintaining bank details.
You must provide the Branch Name, GST Number, Address, and any other fields in the Add Branch form.
Incorrect information may lead to errors in financial transactions. Always double-check before saving.
Bulk WhatsApp
Only CSV files are supported. Make sure your file contains the correct structure such as phone numbers, names, and message text.
Make sure the file is in CSV format, not too large, and follows the required structure. If issues persist, recheck the formatting.
Go to the Send WhatsApp Web Template section, choose the template, and click Send WhatsApp from CRM.
Business WhatsApp
Business WhatsApp in CRM allows you to manage WhatsApp messages, templates, reports, and automation directly within your CRM system.
No, you are charged only once when the conversation is initiated. After that, you can continue sending messages free of cost within a 72-hour window. There is no additional fee during this period.
Templates may be rejected if they don't follow WhatsApp's formatting, contain restricted content, or violate policies.
Checklist Section
To make sure tasks are organized and nothing important is missed.
Yes, you can add multiple tasks by using the Add button for as many items as required.
Yes, you can assign multiple users when creating the checklist. This ensures tasks are distributed efficiently and handled by the right team members.
Contact
Use the Search & Filter feature to look for the contact by name, email, or mobile number before adding a new entry.
Select the contact, click Edit, update the necessary fields, and save changes.
Select the contact, click Assign, choose the user, and submit. Ensure the user has the capacity to manage new contacts.
Display Settings
Lead Display Settings allow you to customize which fields are visible on your Leads page.
Customizing helps reduce clutter, highlight only relevant fields, and improve efficiency.
Tick the checkbox next to the desired field in Lead Display Settings.
Email & SMS
To create an email, click on the Create Email button. Then select the recipient, enter the subject line, write your message, and finally click Send. This ensures your email reaches the right contact quickly.
All previously sent emails are stored in the Email History section.
A Bulk Template helps you send the same email to multiple contacts at once. Instead of writing the same message repeatedly, you can save a template and use it whenever needed.
Follow Up Report
The dashboard includes Today's Follow-Ups, Tomorrow's Follow-Ups, Pending Follow-Ups, and Fresh Leads.
The Fresh Lead section shows the count of new leads and automatically updates as they come in.
Open the Tomorrow's Follow-Up section to review and plan tasks in advance for better preparedness.
Import Lead
Your CSV must include at least one of: Name, Email, or Mobile. Other columns like Company Name, Lead Source, or Notes are optional but help improve lead tracking.
Use the Import Leads option, download sample format, fill in lead data, upload CSV, map columns, and insert leads.
Check for file format issues, mapping errors, missing required fields, or missing header row. Refer to troubleshooting box.
Invoice
Yes, you can search using filters like Invoice Number, Date, or Customer Name.
Create Invoice generates a complete invoice, while Create Invoice No. Code helps manage or update invoice number format.
Use the Send Mail option, enter recipient's email and subject, then click Send to deliver invoice.
Lead Guide
Click Assign, select user from dropdown, and click Submit. Lead will be assigned successfully.
Yes. Follow same steps for assigning and choose different user to reassign lead.
Yes. CRM provides Preview option to verify WhatsApp template content before sending.
Lead Rules
Rule runs in both scenarios — when new lead is added or existing lead updated.
Review template descriptions carefully and select one matching business goal or automation requirement.
Check if rule is active, review conditions, verify assigned users, test with sample data.
Lead Status
Yes, lead statuses are reusable and can be assigned to any number of leads across CRM.
Yes. Assigning colors helps quickly identify each lead's stage in sales process.
No. Updating status does not erase previous lead history. All changes remain logged.
Live Tracking
Tracking Dashboard shows real-time user status: Online, Offline, On Leave, Meeting Locations, and live map with Check-In/Check-Out.
Check In and Check Out ensure accurate tracking of attendance and working hours.
Location History shows routes traveled by user on selected date, with total distance covered and time spent.
Mobile Template
Click New Template, select template in pop-up, fill Template Name, complete required fields, click Add Template.
Click Edit button for template, update fields, review, click Update Template.
Remember — deleted templates cannot be recovered. Always confirm template no longer needed before deleting.
Payment
View plan info in Current Plan section: User Name, Company Name, Plan Type, Plan Expiry Date, Plan Amount.
Go to Monthly Payment, select users, choose duration (Quarterly, Half-Yearly, Yearly), complete payment.
Total = Users × Plan Amount × Months.
Products
Click Add Product, fill details with correct HSN Code. Use Find HSN Code link for official verification, then save.
Go to Category page under Products, click Add Category, enter Category Name and Code, click Create Category.
Always review details before saving. Double-check HSN codes. Ensure Category Names and Codes are unique. Be cautious before deleting.
Properties
Properties module allows add, manage, track real estate properties — details, amenities, projects, viewing reports — ensuring complete visibility.
Property Near By lets you add nearby landmarks: schools, hospitals, shopping centers, transport hubs to enhance listing.
Yes. Under-construction properties tracked using Property View Reports. Ready-to-sale units managed separately for clarity.
Quotation
Click Create Quotation, fill customer and product details, save to generate instantly.
Use Assign option to allocate quotation to specific team member for proper follow-up.
Use Custom Code option to update numbering format, matching company's internal system.
Reports
Wide range: Task Reports, Lead Reports, Activity Logs, Performance Tracking, Pending Follow-ups, and more.
Yes. Multiple filter options by date, user, status, source. Export in Excel or PDF for analysis.
All reports updated in real-time. Changes reflect instantly for current, accurate information.
Revenue
Go to the Add Revenue section, fill in the required details, and click
Submit. The revenue entry will be saved successfully in the system.
Yes. Open the Revenue Report section, apply filters such as
date range or user, and download the report in
Excel or PDF format.
Go to the Add Target Goal section, fill in the required details in the pop-up form,
and click Submit. The new target goal will be saved and tracked within the revenue module.
Sources
Click the Add button, enter the Source Name in the pop-up form,
and click Add Source. The new source will appear in the source list successfully.
Click the Edit button next to the source you want to modify,
update the Source Name, and click Save.
The source information will be updated immediately.
Click the Delete button next to the source, confirm by clicking
Yes, Delete It!, and the selected source will be removed permanently from your CRM.
Task
Go to the Task Assigned By Me section and click the
New Task button. Fill in all required details in the
Add Task form, mark the task as active using the
IsActive checkbox, and click Add Task.
The task will be added successfully.
In the Task Assign To Me section, click the
Change Status button next to the task. Select a new status,
optionally add a comment, and click Update Task.
Your task status will be updated successfully.
While adding a new task, ensure the IsActive checkbox is selected.
Only tasks marked as active will be displayed in the task lists for quick access and monitoring.
Team Structure
Click on the Add Admin button, fill in the required details such as
name, email, and role information, then click Submit.
The new admin will be added to your organizational hierarchy.
Select the appropriate Executives from the
ABM dropdown and assign team members accordingly to set up a clear
reporting and collaboration structure.
Use the Change Rights option to adjust user permissions for each ABE.
You can grant or revoke specific privileges and maintain secure role-based access control.
Login Report
The Login Report Dashboard provides detailed insights into all user
login and logout activities, helping administrators monitor
employee access patterns effectively.
It helps track user access, monitor login frequency and times,
and improve security by identifying unusual login or logout behavior.
Yes. The dashboard shows both login and logout details for each user.
If a logout time is missing, it usually means the user is still logged in or hasn't logged out yet.