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How to Submit a Mekari Insight on Qontak CRM

Article author
Learning Center Mekari
  • Updated

In Qontak CRM, there is a Mekari Insight menu that you can use to access reports that can be customized to your company's needs. However, before that, you need to request the creation of Mekari Insight first to the Qontak team.

Important
- Users can view Mekari Insight data based on the permissions given to them. This ensures that users only see data that is relevant to their level of access in the organization. In CRM, there are three roles that are closely related to permissions:

1. Admin: Users who are assigned the Admin role have full permissions (not customizable) to access all data in CRM without any team restrictions. This means they can view and change data in all modules, including Transactions, Contacts, Companies, and others without restrictions.

2. Member: Users who are assigned the Member role can have specific permissions. Admins can set the access level to All, Team Only, or Owned Only for each module, such as Transactions, Contacts, Companies, etc. This allows them to customize their data visibility according to their specific needs and responsibilities.

3. Agent: Users assigned the Agent role are similar to Members, admins can set their access level to All, Team Only, or Owned Only for each module, such as Transactions, Contacts, Companies, etc.

- Access to Mekari Insight is determined by the company's subscription status. Companies with active subscriptions can view and interact with Mekari Insight reports.

Here are the steps to apply for Mekari Insight in Qontak CRM.

  1. Log in to your Qontak CRM account, then go to the Dashboard menu.
  2. Then click the 'Mekari Insight' tab. 
  3. If the company has not subscribed to Mekari Insight, then you will not have access to these features. In this case, you need to subscribe first. Start by clicking "Get access via Marketplace".
  4. Furthermore, if your company has subscribed and you have access, the Mekari Insight page will look like the following.
  5. If your company has subscribed, but you do not have access, then the page that appears is as follows. In this case, you need to apply for access to the Admin/Owner of your company, or you can click "Switch account", to change to an account that already has access.

This is an explanation of how to submit a Mekari Insight creation in Qontak CRM. 

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