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 mobile version:
- Login to your Qontak CRM mobile account.
- Then click on one of the Deals.
- Then, you will be directed to the details page of the deals. Click the “three-dot icon”.
- Then click “Edit deal”.
- On this page, you can edit information from deals.
- Then click “Save changes” when the Deal data editing process is complete.
- If you want to delete a deal, you can click the “three-dot icon” on one of the Deals.
- Then click “Delete deal”.
- After that, click “Delete”.
- If you want to duplicate a Deal, you can click the “three-dot icon” on one of the Deals as follows.
- Then click “Duplicate deal”.
- Then determine the Pipeline, Stage, and Owner then click “Duplicate”.
- Then automatically, your Deal has been successfully duplicated.