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:
- Log in to the Qontak mobile application.
- The following is a mobile phone display that appears after you click the company menu with the features provided.
- Filter icon: Use this to filter companies by owner, team, association of companies and deals, created date, modified date, and all properties in the company module.
- Search icon: Use this to search for the desired company by typing its name or other details.
- Add Company icon: Use this to add a new company from this button by selecting Single Company or File Upload. One Company is used for manual company input one by one. File Upload is used for bulk company uploads.
- Edit & Delete icon: Use this to make changes or delete companies.