Vital CRM
Can I send an SMS directly from the customers list after filtering the tags?

Yes, you can.
On the top right of the customer list page, click [Actions > Send SMS]. You can select a template or directly edit the content of the newsletter and send it to the filtered customers.

Note: Make sure that your customer list has mobile phone numbers, otherwise the SMS will not be sent (Status: Send Failed).

How do I search for customers through [Additional Field]?
Vital CRM版本 3
How do I transfer customer access permission after the responsible person is not working with company anymore?
Vital CRM版本 4
I deleted an order record after I reviewed the customer’s purchasing record. Why is the customer’s order information completely deleted?
Vital CRM版本 5
How do I add customers?
Vital CRM版本 4
How do I give customer tags?
Vital CRM版本 3
How can I upload and edit customer profile picture?
Vital CRM版本 3
How do I import customer data from an Excel file?
Vital CRM版本 5
How do I import customer data from Google Forms?
Vital CRM版本 3
How do I import customer data from Gmail contacts?
Vital CRM版本 5
How do I import multiple data for a customer?
Vital CRM版本 3