Vital Finance 常見問題
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How do I script tasks and give reminders to specific employees?
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How do I search company information by its creator?
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How do I search customers which are created by certain employee?
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How do I search for customers by address?
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How do I search for customers by nationality?
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How do I search for customers through [Additional Field]?
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How do I search for opportunity by closing status?
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How do I search LINE customers?
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How do I search order information by product category?
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How do I search product information by category?
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How do I search which of the customers bought the product?
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How do I see all the notes about the customer, including the recent addition and past information?
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How do I see today's new note?
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How do I send a birthday or greetings eCard?
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How do I send commercial email but exclude some certain customers?
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How do I send Current Customer Form for current customers of Line@?
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How do I send mass commercial emails to customers but exclude those customers with certain tags?
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How do I send mass emails?
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How do I send mass messages/SMS?
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How do I send the marketing email to customers who have more than two tags?