In the Deal menu, you can open, edit, and delete deals that have been created. Follow these steps to open, edit, and delete deals on the Qontak web version:
- Log in to your Qontak account, then select the Deals Menu.
Then select the “All deals” tab.
- To open or view Deal details in detail, you can click the name of the deal.
Then, you will be directed to the detail page of the deal. On this page, you can edit the information of the deal. Below is an explanation of each feature on this page.
| No. | Feature Name | Description |
| 1 | Deal Stage | Displays the stage of the deal in the pipeline. You can also move the deal to another stage according to the available flow. |
| 2 | Select View | Used to select the Deals Layout that has been created so that the fields displayed on the Edit Deal page follow the selected layout. |
| 3 | About Deal |
Displays complete information about the deal, such as deal name, value, owner, stage, source, priority, and other related information. You can configure the fields displayed in the About Deal section through the Deals Layout feature. |
| 4 | Quick View | Used to display a preview of deal information without needing to open the deal detail page. |
| 5 | Approval Log | Displays the history of the deal approval process, including status, approver, and approval notes. |
| 6 | Activity | Used to add activities to the deal, such as Notes, Tasks, Calls, and Docs. |
| 7 | Filter Timeline | Used to filter the activity history (timeline) based on specific types of activities. |
| 8 | Timeline | Displays the chronological history of activities and changes that occur on the deal. |
- If you want to delete Deals, you can check the Deals you want to delete and click "Delete".
- Then, click "Delete" to confirm deleting the Deal data.
That is how to open, edit, and delete deals.