目錄

1. After entering customer information, click [More] and select [Opportunities].




2. On the Customer Opportunities page, on the top right, click [+] to add a new Opportunity.




3. Afterwards, you can then add an Opportunity. Note that permissions could also be set to Opportunities.

來源連結:

https://vital-faq.azurewebsites.net/CRM/5511

https://support.vitalyun.com/en/vital-crm/faq?view=article&id=4933:how-to-add-new-opportunities-from-the-app&catid=28
After entering customer information, click [More] and select [Opportunities]. (Please refer to FAQ.)
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