In Qontak there is a Properties menu that is useful for making adjustments or changing your CRM account. In general, the Properties menu is a menu for customizing your CRM. To access it, you can click Properties in the menu on the left.
Here are some activities you can do on the Properties menu:
- You can add, edit, or delete data fields in other menus such as Contacts, Company, Tickets, Tasks, Products, etc.
- Here, you can also create Automated Actions. Automated actions are automatic actions according to certain triggers or triggers that you have defined.
- You can change the appearance of your CRM account from the logo to the colors on the display.
- You can connect your CRM account to any email provider available on Qontak.
- You can view the upload or download status of your data in CRM.