Vital Finance 常見問題
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LINE 行動打卡說明
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LINE 請假、加班、簽核與其他功能選單說明
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LINE@ - 如何在一對一聊天時發送客戶資料回填表？
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LINE@ 社群媒體與 Vital CRM 整合介紹
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LINE@ 處理狀態標籤使用說明
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LINE@官方帳號中原有的客戶尚未加入CRM名單，如何將客戶資料表發送給他們？
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LINE@模組可以發送影片檔嗎？
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LINE串接後如何讀取先前訊息
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LINE好友分析
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LINE官方帳號與CRM串聯後，還能使用LINE官方帳號的App跟客戶對話嗎？
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LINE社群媒體如何發送「圖文訊息」？
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Logging in to Vital CRM
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Maintaining Customer Business Cards and Attachments in the App
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Marketing Email (Blank Template) - User Guide
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Marketing script (template): User Guide
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Multi-department income statement form
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My email delivery status shows that the delivery failed because the email address already exists in the "Invalid address" list. What does it mean?
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New business opportunities include transaction, offer, and failure, etc. Should they be placed in the "Opportunity" or "Opportunity Stage" of the custom category?
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On iOS, the system adds a quick link; if the same phone number already exists in the system, will the existing number be overwritten or become a new separate number?
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Opportunity Management