How to Set Help Text on Deals

Article author
Learning Center Mekari
  • Updated

In Mekari Qontak CRM, there is a Help Text feature that provides a short instruction to assist users in creating or editing the Deals data format. Here are the steps.

  1. Log in to your CRM account then select the "Properties" menu.
  2. Then click the “Deals” tab.
  3. Then click “Update Properties for Deals”.
  4. Next, on the following page, click "Create property".
  5. Then, select the "Add help text" toggle and type the information or instruction you want to offer. You can write a maximum of 135 characters.
  6. Then click "Save".
  7. The help text that has been created will be displayed under the following column when you create or edit Deals.
  8. You can also add Help text to an existing column without creating a new one by directly clicking "Edit" on the column where the Help text will be added.

That is how you set up the Help text in Deals. Learn how to set the Help text in Tasks here.