Vital BizForm 常見問題
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How do I add suborganizations?
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How do I add tags for customers who attend the specific events?
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How do I add tags to a form?
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How do I add work flows to an existing form?
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How do I adjust the number of records shown on the list?
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How do I apply an activated marketing script to a newly added customer?
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How do I apply marketing scripts to a large number of customers?
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How do I approve documents?
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How do I approve proposed document(s)?
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How do I assign a form document to other users?
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How do I assign and follow-up a task?
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How do I attach a file when I create a new case for a business opportunity?
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How do I attach a signature in marketing messages/emails?
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How do I attach the file in commercial email?
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How do I attach the image file to marketing email?
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How do I automatically add seals when filling out a form?
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How do I change image size in the marketing email?
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How do I change my display name?
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How do I change the sender email if I use other owner’s marketing email templates?
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How do I check the expiry date or usage period left of my Vital CRM system?