How to Open, Edit and Delete Deals on Qontak Web Version

Article author
Learning Center Mekari
  • Updated

In the Deal menu, you can open, edit, and delete deals that have been created. Follow these steps to open, edit, and delete a deal on Qontak web version:

  1. Login to your Qontak CRM account.
  2. Go to the Deals Menu.
  3. To open or view the deal details in detail, you can click on the name of the deal.
  4. Then, you will be redirected to the details page of the deals. On this page, you can make edits to the information about the deals. Then click "Save" to save the data or click "Update Deal" to save the changes and return to the main menu of the Deal menu.
  5. If you want to delete deals, you can check the deals you want to delete and click "Delete".
  6. Then, click "Remove" to agree to delete the deal data.