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 to Convert Notes to Tasks in the App?
Vital CRM版本 2
Why does the Vital CRM App on iOS devices log out periodically?
Vital CRM版本 2
How to clock in on the app calendar?
Vital CRM版本 2
How to view or edit opportunity schedule (calendar) in the app?
Vital CRM版本 2
How do you use the APP to import contacts information?
Vital CRM版本 3