Vital CRM
How to use birthday to search customers?

1. Go to [Customer > More criteria]

2. Click [Important Date > +Add > (Yearly) Birthday]


3. To confirm the birthday date, you can also search for customers' important day in the date range. After searching for a list, you are able to export excel file, set permissions, use marketing scripts and send email/SMS, etc.

[Customer > More criteria > Important Date > +Add > (Yearly) Birthday]
https://faq.vitalyun.com/EN/CRM#3885
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