Vital CRM 常見問題
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How do you modify or delete customer information in the app?
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How do you set task categories or note categories?
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How do you use the APP to add new customer notes using the APP?
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How do you use the APP to add new customers and contacts at the same time?
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How do you use the APP to import contacts information?
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How do you use the APP to search for a customer's purchase history?
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How does balance sheet or oncome statement show account code on the report?
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How does the admin set up preferences and usage restrictions of accounts?
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How does the Budget input function work?
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How does the system administrator update account information or change password?
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How link the LINE channel id to Vital CRM?
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How long have I done the closing?
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How often does the social media page automatically updates?
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How to access the Insight Analysis page?
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How to activate Facebook and Google in Vital CRM APP?
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How to add a "Tag Menu" in the Customer Form?
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How to add a "Tax ID Number" field in the Customer Form?
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How to add a business opportunity source?
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How to add a Lead?
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How to add a marketing email?