Vital CRM
How can I obtain template Excel file to import customer?

1. Go to the [Customer] tab, click [ Import Function] on the upper right, then select [Customer Import]. 


2. Click [Get Template] in the template field.


＊How do I import customer data from an Excel file?

[customer > import function > customer import > Get Template]
https://faq.vitalyun.com/EN/CRM#4362
如何取得Excel檔案匯入客戶資料? @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
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