Vital CRM
How do I quickly add a new customer?

When new customer contact us, we can use this easy way to add customer record.

To add new customer, you can click [+Add] on the left corner, and choose [Customer] in the drop-down list

To add new customer, you can click [+Add] on the left corner, and choose [Customer] in the drop-down list
https://faq.vitalyun.com/EN/CRM#3876
How do I transfer customer access permission after the responsible person is not working with company anymore?
Vital CRM版本 4
I deleted an order record after I reviewed the customer’s purchasing record. Why is the customer’s order information completely deleted?
Vital CRM版本 5
How do I add customers?
Vital CRM版本 4
How do I give customer tags?
Vital CRM版本 3
How can I upload and edit customer profile picture?
Vital CRM版本 3
How do I import customer data from an Excel file?
Vital CRM版本 5
How do I import customer data from Google Forms?
Vital CRM版本 3
How do I import customer data from Gmail contacts?
Vital CRM版本 5
How do I import multiple data for a customer?
Vital CRM版本 3
How do I integrate data from other systems through the API?
Vital CRM版本 3