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:
- Login to your Qontak CRM account.
- Go to the Deal Menu, and click the "+" icon to add deal data.
- 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.
- 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.