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
How do I use note templates?
Vital CRM版本 2
How can I mention users in a Note?
Vital CRM版本 2
How to search notes without category?
Vital CRM版本 3
Can I choose a note template when adding a note in the App?
Vital CRM版本 3
How to search notes without category in the CRM App?
Vital CRM版本 2
Is there a character limit for notes?
Vital CRM版本 2
How do I add a customer note?
Vital CRM版本 5
How can I add a company note?
Vital CRM版本 4
How can I add a company note by phone APP?
Vital CRM版本 2
How do I add Notes?
Vital CRM版本 4