Vital CRM
How to use tags to filter companies in the app?

Click "Filter" at the bottom of the company list screen, and upon expansion, you will see the existing sorting function along with the "Tags" field for filtering.

Click "Filter" at the bottom of the company list screen, and upon expansion, you will see the existing sorting function along with the "Tags" field for filtering.
https://faq.vitalyun.com/EN/CRM#5483
How do I add a customer note by phone APP?
Vital CRM版本 3
After my LINE official account is linked with CRM, can I still use the LINE official account app to chat with customers?
Vital CRM版本 2
Why can't my CRM App save the business card recognition?
Vital CRM版本 2
Why can't my CRM App check-in be located?
Vital CRM版本 2
Can I choose a note template when adding a note in the App?
Vital CRM版本 3
How to search notes without category in the CRM App?
Vital CRM版本 2
How can I set calendar tasks in APP to be sorted by due date?
Vital CRM版本 2
How do I log out of the APP?
Vital CRM版本 2
How can I specify the effective date when editing customer/company information in the App?
Vital CRM版本 3
How can I add a company note by phone APP?
Vital CRM版本 2