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Sales Pipeline & Deals Tracking

  • Deals Menu Overview
  • How to Create a New Deal Pipeline on Qontak CRM
  • How to Set Approval Expenses and Deals on Qontak CRM
  • How to Edit Deal Access
  • How to Set Up a Pipeline Team on Pipeline Deals
  • How to Set Address on Deals and Contact Properties

Products

  • How to Add Product Unit in the Web Version of Qontak
  • How to Add Product on Qontak Mobile Version
  • How to Open, Edit, and Delete Product in the Web Version of Qontak
  • How to Open, Edit, and Delete Product in the Mobile Version of Qontak
  • How to Add Bulk Products
  • How to Manage Properties Menu - Products

Field & Properties

  • Properties Menu Overview
  • How to Manage Properties Menu - Display
  • How to Manage Menu Properties - Upload & Download
  • How to Export to Google Sheets

Customer Contact Management

  • Contacts Menu Overview
  • How to Edit Contact Access and Companies Access
  • How to Add Contacts in Mekari Qontak Omnichannel
  • How to View and Edit Contacts Details in Mekari Qontak Omnichannel
  • How to Bulk Edit Contacts on Omnichannel
  • How to Block and Unblock Contacts on the Web Version of Mekari Qontak Omnichannel

Goal Setting & Performance Tracking

  • How to Create and Manage Custom Goals
  • How to Set Target in Users Performance
  • Need Approval on Notifications
  • How to Enabling WA Push Notifications in Qontak CRM

Live Location & Tracking

  • How to Set Live Location
  • How To Understand The Results Of Downloading Live GPS Attendance Tracking Reports In Monthly Report
  • How To Understand The Results Of Downloading Live GPS Attendance Tracking Reports In Daily Report
  • GPS Live Attendance Menu Overview on Qontak Mobile Version
  • How to Use the Live Location Feature on Mekari Qontak CRM Mobile
  • How to Check In / Check Out on Qontak Mobile Version

Documents

  • How to Create a Template
  • How to Create Automated Documents

Sales Report

  • How to Add Report on Dashboard
  • How to Add Ticket Reports to Qontak CRM Dashboard
  • How to Read and Select Reports
  • How to Filter Reports
  • How to Download Report
  • The General Report Type Explanation - CRM

Report Builder

  • Reports Menu Overview
  • About the General Report Type - Omnichannel
  • How to Export Report List of Conversations
  • How to View and Download Broadcasts on Reports