Deals Menu Overview

Article author
Learning Center Mekari
  • Updated

The Deals menu is a menu for doing sales, ticket, and project management. This menu is used to manage all information and activities related to sales, tickets, and projects.

  1. The following is a view of the Deals menu. In this section, you can see the entire list of deals stored in Qontak CRM.
  2. The Deals menu can also be customized according to user needs, both from the type of pipeline and the stage, which can be used in the Properties menu.
  3. On the Deals Menu, you can also see deals in the form of a list by clicking the "List view" icon, so that later the list of deals will look like the one below.
    Eng 1.png
  4. In the List view, you can also add, download, approve, change, and delete deals in bulk.
    Eng 2.png
  5. To find a specific deal, you can do a search using filters.
    Eng 3.png
  6. If you want to see the details of your Deals profile, you can click on the name of the Deal. After that, you can see the entire information and history of your deals as follows.