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Bagaimana Cara Menambahkan Deal Satuan Versi Mobile

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Learning Center Mekari
  • Updated

In the Qontak mobile app, you can add your deals anywhere and anytime with the Qontak CRM application, without having to bring a laptop. Here are the steps to add Deal to your Qontak CRM app:

  1. Login to your Qontak CRM account.
    Menghapus_Company__Mobile__1__1_.jpg
  2. Go to the Deal Menu, and click the "+" icon to add deal data.
    Deal_Satuan_pada_Mobile_2__1_.jpg
  3. Select the pipeline that matches the transaction/deal you will input and fill in each column according to your needs. Click the "Tick" icon to save the deal.
    Deal_Satuan_pada_Mobile_3__1_.jpg

    - The column containing the information "This field is required" means that it must be filled in. 
    - Fill in the deal field according to your and the company's needs (the field is adjusted to the company's customization). 
    - Make sure that you have chosen the stage that matches the deal. 
    - In the deal column, you can add company associations (companies) and contacts (individual contacts), new or existing.

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