Halaman ini sedang dimuat

CRM - Frequently Asked Questions (FAQs)

Article author
Learning Center Mekari
  • Updated

Contact

  1. How do I prevent my contact data from being duplicated?
    So that contact data is not duplicated when uploading data updates, it can be ensured first that the update data you want to upload, and fill in the field fields must be exactly the same as the fields in the contact module.

  2. How do I change the data on my saved contacts?
    Login to your CRM account, then select the Contact tab, click the desired name, then click Edit, after that the contents you want to change, finally click Save.

  3. How do I change the contact owner data that I save massively?
    To change the owner or ownership status of a data massively, the following steps can be taken:
    1. Select the data to be replaced -> check the data
    2. Then, click Bulk Change
    3. Choose the destination owner
    4. Click Save

Deal

  1. How do I add a product to my deal?
    How to add a product to a deal is as follows: Click on the Deal menu > then click + Add Deal > Upload Products.

  2. How to solve if Whoops appears when editing a deal?
    When the Whoops! on your account, please follow these steps:
    1. Click Qontak.com at the bottom right.
    2. If you are still having problems, please contact our customer support by informing your username, URL link & the last activity you did.

Task

  1. Is there a notification when a task is assigned to me?
    Yes, the notification will go to the tagged or assigned user's email and the notification will also be included in the bell icon section.
  2. How do I change or add fields to a task?
    To change the task, log in to your CRM account, then click the Properties menu, click the Task tab, click "Add New Property", fill in the Property name, fill in the Field Type, and click "Save".

Report

  1. Why does my report not match the data I saved?
    The report data on the dashboard menu will be filtered based on the last update so that the data displayed is not based on data created on that date but based on data updated on that date.
  2. Can I see only one member's report?
    Yes, Login to your CRM Admin account, then click Dashboard, then click Select User, click the desired User Name, and finally click Submit.

Presence of Live GPS

  1. Why can't I click check-in?
    Make sure the GPS is active, connected to a stable connection, and can click the sync button.
  2. Does my location stay on record when my cell phone is off or there is no signal?
    When the cellphone is off, your location will still be detected when you keep the GPS turned on in the previous condition.
Bagikan artikel ini