How to Add a Company on Qontak Mobile Version

Article author
Learning Center Mekari
  • Updated

In the Qontak mobile CRM application, you can only add a company manually. To add companies manually, you can follow the steps:

  1. Open the Qontak CRM Application on your mobile application.
  2. Input your Username and Password.
  3. After successfully logging in, click "Customers" at the bottom.
  4. Then click the “Company list” tab. Then click the "+" icon at the bottom right..
  5. Then fill in the company name, company website, telephone number, and determine the type of company industry.
  6. 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: 

  7. Then in the Association column, determine the Parent company and Associated customers.
  8. 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. 
  9. Then, to be able to add Associated deals, you can click "Select deals" as follows. 
  10. Then check Deals and click "Save".
  11. Then, after all Company data has been filled in, click "Save".
  12. 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.
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