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 before Create Deal.
- Click the “+” icon.
- Fill in each column according to your needs. Click the "Tick" to save Deal or "X" to return to the previous view.
- 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.