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
Can additional users be notified when a task is overdue or completed besides the assignee?
Vital CRM版本 6
How do I add customers?
Vital CRM版本 4
How can I add a new Company?
Vital CRM版本 3
How to View and Edit "Order Discount" in the App for Orders
Vital CRM版本 3
How to Edit Order Data in the App
Vital CRM版本 2
How do I use the APP to view other people's note contents?
Vital CRM版本 2
How do you modify or delete customer information in the app?
Vital CRM版本 2
Phone Number Format for Vital CRM APP
Vital CRM版本 2
How to customize customer notes and its permissions in the APP?
Vital CRM版本 2
How to add Customer data from the APP?
Vital CRM版本 2