目錄

1. Click on gear icon on one note and choose [Assign task].



2. The system will pop up the settings window. Enter the execution date, tick the reminder field to help you follow-up.

來源連結：

https://vital-faq.azurewebsites.net/CRM/4024
https://support.vitalyun.com/en/?catid=28&id=5084%3Ahow-do-i-follow-up-my-notes&view=article
1. Click on gear icon on one note and choose [Assign task]. 2. The system will pop up the settings window. Enter the execution date, tick the reminder field to help you follow-up.
More Content
More Content