How to Open, Edit and Delete Deals on Qontak Mobile 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 mobile version:

  1. Login to your Qontak CRM mobile account.
  2. Then click on one of the Deals.
  3. Then, you will be directed to the details page of the deals. Click the “three-dot icon”
  4. Then click “Edit deal”.
  5. On this page, you can edit information from deals. 
  6. Then click “Save changes” when the Deal data editing process is complete.
  7. If you want to delete a deal, you can click the “three-dot icon” on one of the Deals.
  8. Then click “Delete deal”.
  9. After that, click “Delete”.
  10. If you want to duplicate a Deal, you can click the “three-dot icon” on one of the Deals as follows.
  11. Then click “Duplicate deal”.
  12. Then determine the Pipeline, Stage, and Owner then click “Duplicate”.
  13. Then automatically, your Deal has been successfully duplicated.
  14.