Vital CRM
Where can I find my Account page?

1. Click the head picture at the top right corner of the page


2. After clicking, you can find your account page under your name

1. Click the head picture at the top right corner of the page 2. After clicking, you can find your account page under your name
https://faq.vitalyun.com/EN/CRM#4126
個人專區在哪裡? @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
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?
Vital CRM版本 2
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
How do I follow-up my Notes?
Vital CRM版本 2