Vital CRM
How do I take a note in the business opportunity function?

Method 1
1. In the [Opportunity] tab, click [Add] and enter the information for new opportunity, then click on [save].



2. The system will redirect you to a new page, where you can post notes below.




Method 2
Alternatively, in the [Home] tab, you can choose [Opportunity] and post your note.

Alternatively, in the [Home] tab, you can choose [Opportunity] and post your note. (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#3920
How can I set the success/failure reasons for opportunity closure?
Vital CRM版本 4
How to close an opportunity?
Vital CRM版本 3
How can I query opportunity information based on the reason for closing?
Vital CRM版本 3
Which roles have permissions to close opportunities?
Vital CRM版本 3
New business opportunities include transaction, offer, and failure, etc. Should they be placed in the "Opportunity" or "Opportunity Stage" of the custom category?
Vital CRM版本 3
How do I search for opportunity by closing status?
Vital CRM版本 3
How to set up notifications for opportunities?
Vital CRM版本 3
How to easily edit the opportunity stage, transaction possibility, and scheduled closing date?
Vital CRM版本 3
How to convert opportunities into order?
Vital CRM版本 3
Can opportunity schedule a closing date?
Vital CRM版本 3