Vital CRM
How to view opportunity list at the page of customer details?

At the page of customer information, go to the [Opportunity] tab to view opportunity related to the customer.

At the page of customer information, go to the [Opportunity] tab to view opportunity related to the customer.
https://faq.vitalyun.com/EN/CRM#3927
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