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 Set Up a Pipeline Team on Pipeline Deals
• How to Set Address on Deals and Contact Properties
• How to Set Help Text on Deals

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

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
• How to Use the Live Location Feature on Mekari Qontak CRM Mobile
• How to Set Up Live Location Notifications on Qontak CRM Mobile App
• How to View and Download GPS Check In Report

Documents

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

Sales Report

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

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