目錄
1. Go to [Settings] then select [Working journal] under [Import/Export].
2. In the [Task] tab, input search criterias to filter out the desired data then click [Export Excel File] to export the data.

來源連結:
https://support.vitalyun.com/en/vital-crm/faq?view=article&id=5275:how-can-i-view-the-status-of-my-business-current-tasks&catid=28
More Content
2024 August
How to change the System Representative email account?
2024 August