Vital CRM
How can I obtain template Excel file to import opportunity?

1. In the Opportunity tab, click [Import functions] on the upper right and select [Import Customer Opportunity] or [Import Company Opportunity]


2. Click [Get Template] in the template field.

[Opportunity > Import functions > Import Customer Opportunity/Import Company Opportunity > Get Template]
https://faq.vitalyun.com/EN/CRM#4364
如何取得Excel檔案匯入商機? @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
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 attach a file when I create a new case for a business 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