Vital BizForm 常見問題
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How do I set up note permission?
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How do I set up permissions to export working journal?
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How do I set up the approval workflow when creating, modifying, or deleting a document?
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How do I set up the multiple choice in the additional fields?
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How do I set user permissions?
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How do I sort search results?
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How do I sync Google Calendar with Vital CRM?
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How do I take a note in the business opportunity function?
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How do I transfer customer access permission after the responsible person is not working with company anymore?
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How do I use company tags?
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How do I use note templates?
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How do I use Notes?
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How do I use seals?
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How do I use the APP to view other people's note contents?
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How do managers see the certificste of voucher while seeing the voucher?
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How do users export their work and notes?
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How do you add contacts from an existing list?
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How do you add tags to customers using the APP?
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How do you customize permissions? (eg. Enterprise Plan)
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How do you modify or delete customer information in the app?