Vital CRM
Add and Search customer/company information

The default CRM system will have "customer" and "company":


According to different industry, the functional uses are also different:
[B2B] Description of use:
Customer: The attribute of the data collected is the "contact person" within the customer company.
Company: B2B customer information, customer company-related information

[B2C] Description of use:
Customer: means "customer", consumer information
Company: If there is company information collected from the consumer, the list of the customer's company can be placed here.
 
1. How to search customer or company information
Customers Search: Description : Customer Query/Search (Criteria search and Keyword search)
Company inquiry: Description : Company Query/Search (Criteria search and Keyword search)

2. How to add customer and company information
New customers: How do I add customers?
New company: How can I add a new Company?

Add and Search customer/company information (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4400