Vital CRM
How do I attach a file when I create a new case for a business opportunity?

You need to finish creating the new  "business opportunity" for you to be able to attach a file. The file can be attached in the note function bar of the opportunity.

You need to finish creating the new  "business opportunity" for you to be able to attach a file. The file can be attached in the note function bar of the opportunity.
https://faq.vitalyun.com/EN/CRM#3919
How can I assign someone responsible (assignee) for certain data?
Vital CRM版本 3
How can I assign someone responsible (assignee) for a batch of data?
Vital CRM版本 3
Search by Assignee - Customer, Company, Opportunity
Vital CRM版本 3
How do I take a note in the business opportunity function?
Vital CRM版本 4
How to send marketing SMS or marketing email to the members of opportunity?
Vital CRM版本 4
How to add a business opportunity source?
Vital CRM版本 3
Import Rules for Opportunities
Vital CRM版本 3
How can I export Opportunity?
Vital CRM版本 5
How can I export Opportinuty including all its details?
Vital CRM版本 3
How to set up reminder notifications for opportunities?
Vital CRM版本 4