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Menu Companies Overview

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Learning Center Mekari
  • Updated

The Companies menu is a menu for performing database management. This menu can be used to manage all information and activities related to the customer's company or business.

  1. Here is what the Companies menu looks like. In this section, you can see the entire list of companies listed on the Qontak CRM. Here, you can also see information about the name, company association, company type, the date the company was created and updated, and the CRM user who created the company.
    company_1_.jpg
  2. You can also add, download, change, and delete companies in bulk.
    download_companies.jpg
  3. To edit and delete the company, you can click the "Edit" and "Delete" icons on the right.
    edited.jpg
  4. If you want to find a specific company, you can search for it by using filters or by using the search field.
    search.jpg
  5. Then, you can view your company profile by clicking on Company Name. Here you can see the entire customer journey of your company.
    name.jpg

 

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