Vital CRM
How do I add a batch of customers to an event?

1. Select customers who will attend this event on the customers list.


2. Click [Actions] and select [Add Case]


3. Please choose a case from the drop-down menu and click on the [Add Case]

[Select customers > Actions for Customer(s) > Add Case > choose event > Add Case0 (Refer to FAQ]
https://faq.vitalyun.com/EN/CRM#3900
How can I assign someone responsible (assignee) for certain data?
Vital CRM版本 3
How do I send the notification email with ICS file to customers who attend the case/event?
Vital CRM版本 5
How can I add participants to a case/event?
Vital CRM版本 4
How do I add tags for customers who attend the specific events?
Vital CRM版本 3
How do I add Cases?
Vital CRM版本 4
How to export the participants of a case?
Vital CRM版本 4
How can I export notes from an event?
Vital CRM版本 3
Can events be deleted?
Vital CRM版本 3
Why doesn't the system display the Case field after importing a customer list?
Vital CRM版本 3
How can I set Event/Case ID?
Vital CRM版本 4