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
Does the trial version have the opportunity management feature?
Vital CRM版本 3
After closing a lead, is it possible to modify the closure reason?
Vital CRM版本 3
Leads - Adjustment of "Share Data with" Permission
Vital CRM版本 2
How to Use "My Filter" to Filter Opportunities, Opportunity Details, and Potential Opportunities?
Vital CRM版本 4
Will Vital CRM alert me if I add a new opportunity and give it a duplicate opportunity ID?
Vital CRM版本 3