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How to Create and Edit Deals Layout on Mekari Qontak CRM

Article author
Learning Center Mekari
  • Updated

Adjusting the column layout on the Offer creation page is critical to ensuring a timely display of essential information. Failure to modify can cause unnecessary columns to emerge, slowing down the workflow and raising the risk of errors and illegal access to information.

In response to this, Mekari Qontak introduces a CRM feature called Deals Layout, which attempts to alter the column layout in Deals by limiting access between teams in managing Pipeline Deals, allowing it to be tailored to the role that fills the column.

There is an additional Layout tab on the Deals page, available within the Properties menu. You can create, update, and delete previously created Layouts. Certainly, you can also use Layouts to organize Pipeline Deals. The steps below provide a more detailed description.

Important
- For now, the Layout management feature, both in terms of adding fields and setting required/optional, only applies to the About Deals column. Meanwhile, the Associated Companies and Associated Contacts columns can only be set from the required/optional settings.
- Columns related to Product Association can be managed via the Properties menu, specifically on Settings page.

A. How to Add Layout via Mekari Qontak Default View Template

To make it easier for you to manage Layouts on Deals, Mekari Qontak presents a default Layout template called Default View. In this case, you can use the template to start creating Layouts on Deals. Here are the steps:

  1. Log in to your CRM account then select the Properties menu.
  2. Then click the “Layouts” tab.
  3. Pada halaman Layout di bagian Default view, klik Actions lalu pilih “Edit”.
  4. You will then be redirected to the following page. In the Fill details step, fill in the Layout name, Pipeline, and Team fields. Then, click "Continue".

  5. Then the Layout management page will appear as follows. Arrange and manage each field that you want to appear on the Deals creation page.

    Description
     

    No.  Feature Name Explanation
    1 Available fields

    The remaining available fields. You can add these fields manually by clicking “Create property”.
    7.png

    After adding a new field, you can automatically move the field by clicking the ‘Six-dot icon’ in the About Deal box.


     

    If you need fields related to province, city, district, sub-district, and postal code, then you need to select all of these fields or select some but the placement must be sequential.
    Example of Sequential Fields: 
    - Province
    - City

    Example of Unsequential Fields:
    - Province
    - Region
    2 Search field name Search for the name of the field that has been created.
    3 Filter Filter to make it easier for you to search for the field name.

    The filter will only show fields that you have generated or that Qontak has provided as defaults.
    4 + Create property

    Add a new field. You will be directed to the following display:
    23.png
     

    Field Type with the type 'Autofilled' will not automatically be filled in if the field does not appear in the Layout.
    Autofilled.png
    5 Deal layout Display for arranging Layouts on Deals.
    6 ‘Three dots’ icon Berisikan pilihan sebagai berikut:

    Description:
    - Edit property: Edit the name of the Deals property. In this case, you can automatically make edits without having to do it on the Deals property page.
    23.png
    - Set as required: Make the field mandatory to be filled in.
    - Send to top: Move the field to the top position.
    - Send to bottom: Move the field to the bottom position on the Deals creation page.
    - Remove field from section: remove the field from the About deal. If you delete a field, the deleted field will return to the Available fields box.
    11.png
    7 ‘Six dots’ icon To make it easier for you to move the layout arrangement.
    8 + Select field To add fields that are already available in the Available fields box.
    9 Preview the button to see the display that will appear on the Deals page.

    Example of a Preview that will be seen::
    10 Delete layout To delete Layout.
    11 Save changes Save changes to the Layout.

  1. Next, the layout that has been created will appear on the following page.

    - The Default View layout cannot be disabled.
    - Once a layout is created, you can set its status to 'Active' or 'Inactive' in the 'Status' column in the Layout table. Keep in mind that Qontak requires at least one active layout for each module, so we will prevent all layouts from being inactive.
    - If you have more than one layout, Qontak will sort them by the oldest update date. We recommend that each user only use one assigned layout to simplify management.

B. How to Create a New Layout

  1. To add a new Layout, you can click "Create layout" on the Layout page.
  2. You will then be redirected to the following page. In the Fill details step, fill in the Layout name, Pipeline, and Team fields. Then, click "Continue".

  3. Then you will be directed to the Deals Layout settings. Determine the Layout name, Pipeline, Team, and Field that will be displayed on the Deals creation page.

    Basically, the process of setting a new Layout is the same as the process of setting the Default Template Layout as explained in the previous explanation. 

  4. After making settings on the Deals layout, review the display that will appear on the Deals creation page by clicking "Preview" as follows.

  5. Then, the display that has been created on the Layout page will look like this.
  6. Next, you can return to the Create deal layout page and click "Save".
  7. Then the Layout that has been created will appear on the following page.

C. How to Delete a Layout That Has Been Created

Here are the steps you can follow.

  1. On the Layout data that you want to delete, click “Actions”.
  2. Then select “Delete”.
  3. Then an information box will appear as follows. Click “Delete” to continue.
  4. Then the following notification will appear stating that the Layout has been successfully deleted.

D. How to Duplicate a Layout

Here are the steps you can follow.

  1. On the Layout data that you will duplicate, click “Actions”, then select “Duplicate”.

  2. Next, you'll be redirected to the Duplicate Layout page. In this case, the Pipeline cannot have the same Layout name as the one being duplicated. Therefore, you will need to change the Layout name of the duplicated one. Then, repeat the same steps for creating the Deals Layout by specifying the Pipeline and Team. Then, click "Continue".

  3. Rearrange the Deals Layout to your preference.

     

  4. Then the duplicated data will appear on the following page.

E. Deals Layout Implementation on the Web

There are 2 Layout implementations in Deals, namely:

1. Layout Implementation When Creating a Single Deal
The following is the Layout implementation when creating a Single Deal.

  1. In your CRM account, go to the Deals menu.
  2. Then click "Add Ticket" and select "Single Ticket".

  3. Next you will be directed to the following display.

    The team implementation while managing Deals Layout when making a single deal is as follows:
    1. If a user has several Layout permissions, the default Layout is chosen based on the date of the initial permission set. In this scenario, when making a Deal, the user can still modify the Layout. If you make changes before selecting "Save changes", the columns you've filled in will not be saved when you alter the Layout.

    Example:
    a. Rizal is part of the Tech Team and CS Team in Pipeline Customer Support.
    b. Tech Layout permission was granted on July 1, 2024 to the Tech Team.
    c. CS Layout permission has been granted on July 4, 2024 to CS Team.
    Conclusion:
    Rizal will select Tech Layout as the default option when generating a Single Deal.

    2. If a user has one Layout permission, the default Layout is based on the Layout that the user has set.
    Example:
    a. Budi is part of the CS Team in Pipeline Customer Support.
    b. CS Layout permission has been granted on July 4, 2024 to CS Team.
    Conclusion:
    Budi will select CS Layout as the default when generating a Single Deal.

2. Layout Implementation When Editing a Deal

The following is the Layout implementation when creating an Edit Deal.

  1. In your CRM account, go to the Deals menu.
  2. Then click on one of the Deals.
  3. You will be directed to the Edit Deal page.

The following is the team implementation when managing Layout Deals when editing a Deal:
1. If a user has multiple Layout permissions, the default Layout is selected based on the date of the permission that was set first. In this case, when editing a Deal, the user can still make changes to the Layout. Then, the filled columns will not be saved when you change the Layout if you make changes before clicking "Save changes".


Example:
a. Rizal is part of the Tech Team and CS Team in the Customer Support Pipeline.
b. Budi is only part of the CS Team in the Customer Support Pipeline.
c. Tech Layout permission was granted on July 1, 2024 to the Tech Team.
d. CS Layout permission was granted on July 4, 2024 to the CSTeam.
e. Budi created Deal A using the CS Layout.
Conclusion:
The Tech Layout will be selected by default when Rizal edits the Deal.

2. If a user has one Layout permission, the default Layout is based on the Layout that the user has set.
Example:
a. Rizal is part of the Tech Team in the Customer Support Pipeline.
b. Budi is only part of the CS Team in the Customer Support Pipeline.
c. Tech Layout permission was granted on July 1, 2024 to the Tech Team.
d. CS Layout Permission has been granted on July 4, 2024 to CS Team.
e. Rizal creates Deal A using Layout Tech.
Conclusion:
Budi will select CS Layout as the default when generating a Single Deal.

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