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://vital-faq.azurewebsites.net/CRM/5495

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
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.
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