Vital CRM
How do I import customer data from Gmail contacts?

1. Go to [Customer > Customer Import > Customer Import > Gmail Contacts].




2. Set the import rules, choose the contacts you wish to import then click [Import Gmail Contacts] The system will begin to import your customer's data.
 

[Customer > Customer Import > Customer Import > Gmail Contacts]
https://faq.vitalyun.com/EN/CRM#3866
Add and Search customer/company information
Vital CRM版本 4
Can I view the change history of customer data?
Vital CRM版本 3
Is there a standard for the format of the email?
Vital CRM版本 3
Integration of CRM customer numbers with Survey Form
Vital CRM版本 3
How to search for customers who made purchases in the past few days?
Vital CRM版本 3
How to upload a customer's business card?
Vital CRM版本 3
How to create a company name when adding a new customer?
Vital CRM版本 3
How to search for customers with email addresses?
Vital CRM版本 3
Why isn't the "Custom Field Mapping" window appearing when uploading customer data?
Vital CRM版本 4
When importing, a pop-up message," appeared. What does it mean?
Vital CRM版本 3