How to Add a Single Company on the Web Version

Article author
Learning Center Mekari
  • Updated

The Companies menu is used to create a company database, whether the company is a customer, partner, or other status. To add company data, you can add them one by one or in bulk.

The Company page has now been updated with more optimal performance and a more user-friendly interface. Updates include data sorting features in the table, inline search, and more structured submenu navigation to facilitate data management.

Here are the steps:

  1. Log in to your Mekari Qontak account, then select the Companies menu.

  2. To add a Company, click "Add Company", then select Single Company.

  3. Complete all required information, such as Name, Position, email address, phone number, address, and others.

    - Fields marked with an asterisk are mandatory. You can also use other features in the Companies Menu, such as Notes, Tasks, Calls, and Documents.
    - If you have the Owner role, you can customize the fields through the Properties menu on the Company tab.

  4. Additionally, fill in the data for Contact association, Deal association, and Company association.

  5. Click "Save" to save the data.

That is how to add a Company one by one on the Qontak Web version. Next, also learn how to add a Company one by one on the Mobile version here.