Vital CRM
How do I assign and follow-up a task?

If there is a need for follow-up, you can now assign to a person or other assignee by assign task function. The system can also make a reminder for you.

1. Click on gear icon on one note and choose [Assign task].



2. The system will pop up the settings window. Enter the execution date, tick the reminder field and assign to the person in charge.


1. Click on gear icon on one note and choose [Assign task]. 2. The system will pop up the settings window. Enter the execution date, tick the reminder field and assign to the person in charge.
https://faq.vitalyun.com/EN/CRM#4018
Can you assign another person responsible after assigning a task?
Vital CRM版本 2
How do I see all the notes about the customer, including the recent addition and past information?
Vital CRM版本 2
What is "Notes you're Following"?
Vital CRM版本 3
How do I see today's new note?
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What is the difference between Personal Note and Customer Note?
Vital CRM版本 2
Can Notes be imported together with customer data?
Vital CRM版本 3
Why can’t I see last year's note attachments with APP2 after renewal?
Vital CRM版本 2
How do I link a URL to my note?
Vital CRM版本 2
How do I use Notes?
Vital CRM版本 4
How can I filter notes?
Vital CRM版本 2