How to Filter Company Data

Article author
Learning Center Mekari
  • Updated

In Qontak, you can filter your company data. This feature helps you specifically obtain the company data you want. Here are the steps:

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

  1. Go to the Companies Menu.

  2. Click "All filters" to filter company data.

  3. Enter the information you want to filter based on users, Company information, or related data such as Contact, Deal, and Parent Company.

  4. The selected filter can be saved as the default filter by checking the Save as default filter option.

  5. Click "Apply" or click "Reset" to return the view to the original display before filtering.

  6. The display will then show the results of the filter you applied, as shown below.

That concludes the explanation on how to filter company data. Next, learn about how to download company data here.