Vital CRM
How do I follow-up my Notes?

I created Notes about customer visit. How do I follow-up those Notes?

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 to help you follow-up.

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 to help you follow-up.
https://faq.vitalyun.com/EN/CRM#4024
I added a note for a member of the website affiliate. Why can't the member see it?
Vital CRM版本 3
Can I filter note by customer criteria?
Vital CRM版本 2
How do I set up note permission?
Vital CRM版本 2
How do I export notes?
Vital CRM版本 4
How do users export their work and notes?
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How do I assign and follow-up a task?
Vital CRM版本 2
How to pin an important note to the top of the page?
Vital CRM版本 2
How to set up note category?
Vital CRM版本 3
How do I add a customer note by phone APP?
Vital CRM版本 3
Can I see if someone left a message in a note?
Vital CRM版本 2