Vital CRM
How do you add tags to customers using the APP?

1. After selecting the tags you wish to add to a customer, choose [Tag] from the bottom list.


2. Enter the [Customer Tags] page, click the pencil icon on the top right to start editing customer tags.

https://faq.vitalyun.com/EN/CRM#5491
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