The Company feature is a feature where you can add, edit, or delete databases from a company. To see how company features look on Qontak CRM, you can access it by following these steps:
- Log in to Qontak CRM and select the Companies Menu.
- Here is what the web version of the Companies menu looks like.
Description:
No. Button Name Explanation 1 Filter
To see companies/companies with certain filters (example: by owner/by team). 2 Search
Used to search for companies by name. 3 Show
To specify how many companies will appear on the screen. 4 Add Company
To add a company, either manually or in bulk. 5 Download
To download company data either manually or in bulk. 6 Bulk Change
Used when you want to move data on companies to a certain owner. 7 Delete
Used to delete certain company data by using a checklist in the column next to the company name. 8 Company Name
Displays a list of the names of the added companies. 9 Associated With
Shows contact associations, deals, and tasks according to a particular company. 10 Type
It shows the status/type of company (example: partner or customer). 11 Owner/Created
Show ownership of the data of a company and indicate the initial date the company's data was created. 12 Updated
Shows the last update date of the company data. 13 Page
It shows the page of the entire company data. 14 Edit
To edit the company data. 15 Delete
To delete company data.