Vital CRM 常見問題
-
How to add marketing script?
-
How to add new customer contact records/notes?
-
How to add new opportunities from the app?
-
How to add notes and assign tasks in customer list?
-
How to add Notes to an Event?
-
How to add notes to customer data?
-
How to add opportunity notes?
-
How to Add Order Category?
-
How to Add Order Source Options?
-
How to add Participants to an Event?
-
How to add relatives or friends to a customer?
-
How to add specific currency data?
-
How to add tags to customers?
-
How to add/attach tags?
-
How to Adjust Font Colors and Size of the Form?
-
How to Adjust the Approval Order?
-
How to adjust the location of notes check-in on the APP?
-
How to allow users or certain accounts to give tags to companies?
-
How to apply marketing script?
-
How to batch delete opportunities?