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Properties Menu Overview

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Learning Center Mekari
  • Updated

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.
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Here are some activities you can do on the Properties menu:

  1. You can add, edit, or delete data fields in other menus such as Contacts, Company, Tickets, Tasks, Products, etc.
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  2. Here, you can also create Automated Actions. Automated actions are automatic actions according to certain triggers or triggers that you have defined.
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  3. You can change the appearance of your CRM account from the logo to the colors on the display.
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  4. You can connect your CRM account to any email provider available on Qontak.
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  5. You can view the upload or download status of your data in CRM.
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