• Vital Family Introduction
  • Vital Family Products Overview
  • SSO Account Center
  • Online Training
  • Integrate Enterprise AD Accounts
  • Add Shortcut to Mobile Home Screen

• Product Introduction

• Free Trial / Buy
  • Change Plan
  • Free-Trial
  • Sign Up

• User Guide
  • Use Case
  • Online Training

• Account Center
  • Quick Log-in
  • Multi-factor Authentication(MFA)
  • Forgot Password
  • Change / Add Log-in Account

• e-Learning
  • Calendar Management
    • Search Task/Meeting
    • Add Task
    • Add Meeting
  • Customer Management
    • Add Customer Data
    • Import Customer Data
    • Export Customer Data
    • Manage Customer Data
    • Customer Notes
    • Add Extended Attributes for Customer
    • Add Important Date to Customer
    • Add Important Date Category
    • View Advanced Search
    • Add Tag
    • Manage Tag
  • Company Management
    • Import Company Data
    • Manage Company Data
  • Event Management
    • Event Notes
    • Add Event to Calendar
    • Create Lead
    • Add Event
    • Add Participants to an Event
  • Lead Management
    • Create Lead
    • Add Lead Note
    • Import Customer Leads
    • Import Company Leads
    • Import Lead Note
    • Add Extended Attributes
    • Export Lead
    • Qualify to Opportunity
  • Opportunity Management
    • Add Opportunity
    • Add Opportunity Notes
    • Add Extended Attributes for Leads
    • Import Customer Opportunity
    • Import Company Opportunity
    • Export Opportunity Details
    • Search and Export Opportunity
    • Convert to Order
  • Order Management
    • Add Order Source
    • Add Order Category
    • Add Order
    • Manage Order Data
    • Order Management - Consumer Analysis
    • Add Extended Attributes for Order
    • Add Extended Attributes for Order Items
  • Marketing Channel Management
    • Create Marketing Email
    • Insert Image in Marketing Email
    • Insert Link in Marketing Email
    • Create Marketing Email Template
    • Add Marketing Script
    • Apply Marketing Script
    • Add Marketing SMS
  • System Management
    • System Name
    • Modify System Representative Email Account
    • Contract Renewal
    • Purchase Additional Authorization
    • Purchase SMS Credit
    • Import Account
    • Add New Account
    • Add New Customer Form
    • Manage User Account

• Operation FAQ
  • Company Management
  • Tag Management
  • Case
  • Settings
    • Data
    • System
    • Account
    • Import/Export
    • Additional Fields
    • Customize Category
  • Opportunity
  • Customer Form
  • Insights
  • Member
  • LINE
  • Order
  • App
  • Marketing SMS/Email
  • Homepage
  • Customer Management
  • Marketing Script
  • Calendar
  • Note