On Qontak, you can view detailed company information, and change and delete Company information. To access detailed company information, you can click on the company name on the Companies Menu. Here are the steps:
A. Create a New Company
- Open the Qontak application on your mobile phone.
- To open a company or view company details, you can click the "Customers" Menu on the bottom header.
- Then, click the “Company list” tab, then click the "add icon" to create a new Company.
- Then fill in the company name, company website, telephone number, and determine the type of company industry.
- Then specify the owner, company type, source, location, address, country, province, city, and postal code..
- Here are examples of Owner options:
- Here are examples of Type options:
- Here are examples of Source options:
- Here are examples of Industry options: - Then in the Association column, specify 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 customer”. 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 the Company data has been filled in, click "Save".
- Then the data that has been created will be saved as shown in the following display.
B. Edit Company
- To be able to edit, you can return to the Company list page, then click the "three-dot icon".
- Next, select “Edit company”.
- Then edit the sections you want to change. If all data is correct, click "Save changes".
- Then the following notification will appear stating that the changes you made have been saved.
C. Delete Company
- To delete, click "the three-dot icon" on the Company list page.
- Then click “Delete company”.
- Then click “Delete”.
That's how to create, edit, and delete a Company.
