Vital CRM
How to Convert Notes to Tasks in the App?

Within the detailed information page of any note, by clicking the "Convert to Task" button, you can convert the note into a task. This functionality is consistent with the web version and automatically includes associated customers, opportunities, events/activities, and corresponding permissions.


Within the detailed information page of any note, by clicking the "Convert to Task" button, you can convert the note into a task.
https://faq.vitalyun.com/EN/CRM#5516
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?
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Vital CRM版本 3
How can I add a company note by phone APP?
Vital CRM版本 2