How to Add Deal on Mobile Version

Article author
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.
    2. Menu Deals.

    3. Then, you need to select one of the available by clicking "dropdown icon" before Create Deal.

    4. Click the “+” icon.

    5. 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.

    6. Then in the Association section, you can determine the association of companies, new or existing customers (individual contacts), and products.
    7. Make sure all data is filled in correctly, then click “Save”.
    8. The following notification will appear.