Search

How to Add Contact on Web Version in Mekari Qontak CRM

Article author
Learning Center Mekari
  • Updated

The Contact menu is a menu that is prepared to create contacts and store customer data for a company. In this menu, you can save all contacts, customers, partners, prospected leads, and competitors. To add a contact you can add one by one or massively. In this step, we will tell you how to add contacts using Qontak CRM via a website/computer.

Already using Qontak One? Explore the new customer experience in Qontak One with updated interface guides and step-by-step instructions. 

Here are the steps.

Important!
- If in Q2 2024 you have subscribed to Qontak CRM, but have not yet subscribed to Qontak Omnichannel, then if you later subscribe to Qontak Omnichannel, you will not need to make another contact with Qontak Omnichannel.
- If in Q2 2024 you have subscribed to Qontak Omnichannel and Qontak CRM, then contacts that have been created in CRM will automatically be created in Omnichannel.
- This applies to making Single Contact and Bulk Contact.

  1. Enter the Contacts menu.
  2. Click “Add Contact” then select Singe Contact.

     

  3. When adding a contact, make sure the fields that you need to know are already in the Qontak CRM contact field so that when filling out the information that you will input is neatly filled. In the contact module, you can fill in important information from customers such as Name, Position, email address, telephone number, address, and others.

    Columns marked with an asterisk (*) are mandatory.

  4. Then in the Tickets column, fill in the name of the ticket that has been created and you want to connect it to contact.
    1.png
     

  5. Then click “Update Contact” to make sure the ticket is now linked to the contact. After that, the contact will be automatically linked in the Ticket.
    2.png
     

  6. Then, at the bottom, there is a Company column. In this column you can add the Primary Company of the contact in question (max 1 company).

    - You can also click “or create company” to add a new company.
    - After selecting the Primary company, you can also click  “Additional Companies” to add other companies with a maximum of 5 companies.

  7. On the right, there is a column that you can use to add notes or other information related to the contact you created (optional) such as Notes, Tasks, Calls, Emails, Docs and Meetings.

     

  8. After the data is filled in, click "Create Contact" to save the data. Or “Create and add another” to save and add more contacts.

     

Diskusikan fitur ini