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)
Can I see if someone left a message in a note?
Vital CRM版本 2
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?
Vital CRM版本 2
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