目錄
1. In the Customer interface, click [+] on the top right to add new customers.
2. After entering the customer’s information, tick the [Save when adding new contacts] checkbox.
3. Please click [Allow]. The system will save your customer files and contacts.
來源連結:
https://support.vitalyun.com/en/vital-crm/faq?view=article&id=4940:how-do-you-use-the-app-to-add-new-customers-and-contacts-at-the-same-time&catid=28
More Content
2024 August
How to change the System Representative email account?
2024 August