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How to See The Company Menu Appearance on Qontak Web Version

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Learning Center Mekari
  • Updated

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:

  1. Log in to Qontak CRM
    Company_pada_Web_1.jpg
  2. Select the Companies Menu.
    1.png
  3. Here is what the web version of the Companies menu looks like.
    Image_21.jpg
    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.
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