How to Manually Add a Deals on Qontak Web Version

Article author
Learning Center Mekari
  • Updated

In the Deal Menu, you can add the transactions you make, where you will create and place the deal units with the appropriate pipeline and stage. Here are the steps to adding a deal on the web:

  1. Login to your Qontak CRM Account.
  2. Go to the Deals Menu.
  3. Click "Add Deals" and select Single Deal.
  4. When adding a deal, make sure every information that you want to input is available in the Deal Menu. In the Deal Menu, you can fill in your name, position, email address, phone number, address, and other information from the customer.

    A column marked with a red asterisk (*) means that it is mandatory to fill in. You can also use other features found in the Deals menu, such as Notes, Tasks, Calls, and Docs.

  5. Click "Create Deals" to save the data.