How to Add Contact Unit Web Version

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.

  1. After you have successfully logged in, you will find the contact module at the top left, to add a contact you can click the +Add Contact -> One Contact section.
  2. 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.

    When filling out, you must pay attention to the red asterisk__*__ with the name of the field, which means you are required to fill in that column.

  3. After the data is filled in, click "Create Contact" to save the data.

    Apart from saving data, you can also take advantage of the following features provided in the contacts module. First, the Notes, Task, Call, Email, Documents, and Meeting menu.