In the Qontak mobile CRM application, you can only add a company manually. To add companies manually, you can follow the steps:
- Open the Qontak CRM Application on your mobile application.
- Input your Username and Password.
- After successfully logging in, click "Customers" at the bottom.
- Then click the “Company list” tab. Then click the "+" icon at the bottom right..
- Then fill in the company name, company website, telephone number, and determine the type of company industry.
- Then determine the owner, company type, source, location, address, country, province, city, and zip code.
- Here is an example of the Owner option:
-Here is an example of the Type option:
- Here is an example of the Source option:
- Here is an example of the Industry option: - Then in the Association column, determine the Parent company and Associated customers.
- Next, you will be directed to the following options. If you already have a row of customer numbers, select "From existing customers". However, if there is no new customer number, you can directly select "Create new customer" to add it.
- Then, to be able to add Associated deals, you can click "Select deals" as follows.
- Then check Deals and click "Save".
- Then, after all Company data has been filled in, click "Save".
- After successfully adding a company, you will automatically enter a page that displays the details of the company you created. This shows that the company you created has been saved in your CRM account.