目錄

As well as scheduling email/SMS marketing scripts to take care of your customer, marketing scripts can be used to assign tasks and set up reminders.

1. Select [Add Task] in the marketing script you created.


2. Task settings window will pop up. You can set the task's schedule, assign tasks to personnel and generate reminders.

來源連結:

https://vital-faq.azurewebsites.net/CRM/4006

https://support.vitalyun.com/en/vital-crm/faq?catid=28%3Aarticle&id=4975%3Ahow-do-i-script-tasks-and-give-reminders-to-specific-employees&view=article
[Marketing Script > Add Task > set task > Save]
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