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.
- Menu Deals.
- Then, you need to select one of the available by clicking "dropdown icon" before Create Deal.
- Click the “+” icon.
- Fill in each column in the Deal Information according to your needs.
- Columns marked with (*) 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. - Then in the Association section, you can determine the association of companies, new or existing customers (individual contacts), and products.
- Make sure all data is filled in correctly, then click “Save”.
- The following notification will appear.