Vital CRM
How do you use the APP to add new customers and contacts at the same time?

1. In the Customer interface, click [+] on the top right to add new customers.




2. After entering the customer’s information, tick the [Save when adding new contacts] checkbox.


3. Please click [Allow]. The system will save your customer files and contacts.

1. In the Customer interface, click [+] on the top right to add new customers. 2. After entering the customer’s information, tick the [Save when adding new contacts] checkbox. 3. Please click [Allow]. The system will save your customer files and contacts.
https://faq.vitalyun.com/EN/CRM#5495
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