Vital CRM
How to access the Insight Analysis page?

If your company has purchased the Insight Analysis module, please check with your system administrator to confirm if your permissions have been enabled. Here's how the administrator can enable your permissions:

  1. Click on [Settings > Accounts].

  2. On the Accounts page, click on the account for which you want to enable the Insight Analysis module, and then click "Edit" in the upper right corner.

  3. On this page, you can "Activate" or "Disactivate" the Insight permissions for that account.

  4. If your administrator has granted you Insight permissions, you can switch to the Insight Analysis tab on the left menu.


    * The Insight Analysis module is an add-on feature, so please make sure your company has purchased this module.

If your company has purchased the Insight Analysis module, please check with your system administrator to confirm if your permissions have been enabled. (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4441