How to See The Deals Menu Appearance on Qontak Web Version

Article author
Learning Center Mekari
  • Updated

Deals is a CRM feature provided by Qontak that can show and record all workflow transactions in real-time at your company. To find out the appearance of Deals, follow these steps:

  1. Login to your Qontak CRM account.
  2. Go to the Deals Menu.
  3. Here is the web view that appears after you press the Deals menu, with the features provided.
    Eng 4.png

    - Add Deal:  This serves to add your deals.
    - Download: This serves to download deals in excel form.
    - Need approval: serves to perform approval in bulk approval operations.
    - Bulk Change: This serves to make owner changes and grant access deals in bulk.
    - Delete: This serves to remove deals in bulk.
    - Board View: A view which display deals and grouped by stages in a board visualization.
    - List View: A view which display deals in vertical scrollable list.
    - Filter: This serves to find deals according to the criteria you are filtering.
    - Search: To make it easier for you to find the deal you are looking for.
    - Dropdownlist pipeline: To make it easier for you to find the flow you want to monitor and/or that you will use.
    - Show: This serves to adjust the amount of crush that appears on your display.

  4. On the Deals Menu, you can also find the stage deal, which is a workflow specification.5.png

    You can see the deal/transaction at a certain stage in more detail by clicking on Deals.