CRM 客戶記事
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Can I export attached notes?
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Can I filter note by customer criteria?
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Can I see if someone left a message in a note?
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Can I use keywords to search note category?
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Can Notes be imported together with customer data?
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Can specific customer's notes be exported when exporting notes?
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Can you assign another person responsible after assigning a task?
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Home Page Note Filtering Conditions - Any (OR), All (AND) Selection Filtering Method
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How can I add a company note?
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How can I filter notes?
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How can I mention users in a Note?
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How can search notes created in a certain time range?
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How do I add a customer note?
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How do I add communication records with customers?
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How do I add notes in batches?
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How do I add Notes?
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How do I assign and follow-up a task?
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How do I delete notes in batch?
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How do I export notes?
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How do I follow-up my Notes?