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.
- Select the Companies Menu.
- Here is what the web version of the Companies menu looks like.
No. Button Name Explanation 1
To see companies/companies with certain filters (example: by owner/by team). 2
Used to search for companies by name. 3
To specify how many companies will appear on the screen. 4
To add a company, either manually or in bulk. 5
To download company data either manually or in bulk. 6
Used when you want to move data on companies to a certain owner. 7
Used to delete certain company data by using a checklist in the column next to the company name. 8
Displays a list of the names of the added companies. 9
Shows contact associations, deals, and tasks according to a particular company. 10
It shows the status/type of company (example: partner or customer). 11
Show ownership of the data of a company and indicate the initial date the company's data was created. 12
Shows the last update date of the company data. 13
It shows the page of the entire company data. 14
To edit the company data. 15
To delete company data.