How to View Company Appearance on Mobile Version

Article author
Learning Center Mekari
  • Updated

You can also find the Companies Menu in Qontak CRM in the Qontak application for Android and iOS. To access the company menu, follow these steps:

  1. Log in to the Qontak mobile application. 
  2. The following is a mobile phone display that appears after you click the Customers menu then click the "Company list" tab with the features provided.
    24.png
    Information: 
    No Feature Name Explanation
    1 Company list Tab to access the Company page.
    2 Search bar You can directly search for the desired company by writing the Name or other details.
    3 Filter You can filter companies based on Owner, Team, Company associations and deals, Created date, Modified date, and all properties in the Company list menu.
    4 Company list List of companies that have been made.
    5 Three dot icon Button to edit or delete companies that have been created.
    6 Tap tag deals Contains deals associated with the related Company. In this case, you can directly access the Deal by clicking on the tag.
    7 Tap tag customers Contains the number of customers associated with the Company. In this case, you can directly access the Deal by clicking on the tag.
    8 Add company icon You can add new companies from this button, by selecting One Company or Upload File. One Company is used for manual company input one by one, Upload File is used for bulk company upload.