The Companies menu is a menu that is used to create a company database with the status of a customer, partner, or other. To add company data, you can add it manually or in bulk. Follow these steps to add the company manually:
- Login to your Qontak CRM account.
- Select the Companies Menu.
- To add the company by manually, you can click "Add Company", and select Single Company.
- Fill in all the required data, such as name, position, email address, phone number, address, etc.
Fields marked with an asterisk are mandatory. You can also use other features in the Companies Menu, such as Notes, Tasks, Calls, and Documents.
- Click "Create Company" to save the company data.