FAQ

• CRM - Frequently Asked Questions (FAQs)

Overview Product

• Qontak Overview - Mengenal CRM Qontak

Dashboard

• How to Filter Reports
• How to Read and Select Reports
• How to Download Report
• How To Manage Call History
• Need Approval on Notifications
• How to Manage Email Blasting in Qontak CRM

Companies

• Menu Companies Overview
• How to Manually Add a Company on Qontak Web Version
• How to Add Companies in Bulk on Qontak Web Version
• How to Open, Edit and Delete Company on Qontak Web Version
• How to See The Company Menu Appearance on Qontak Web Version
• How to Filter Company Data

Contacts

• Contact Menu Overview
• How to Add Contact on Web Version
• How to Add Contact Bulk on Web Version
• How to Open, Edit and Delete Contacts on Web Version
• How to View Contact Display on Web Version
• How to Filter Contact Data

Deals

• Deals Menu Overview
• How to Manually Add a Deals on Qontak Web Version
• How to Add Bulk Deals on Qontak Web Version
• How to Open, Edit and Delete Deals on Qontak Web Version
• How to See The Deals Menu Appearance on Qontak Web Version
• How to Move Deals on Qontak Web Version

Tasks

• Task Menu Overview
• How to Add Tasks on Web Version
• How to Open, Edit and Delete Tasks on Qontak Web Version
• How to Add Bulk Task
• How to View Tasks on Web Version
• How to Filter Task Data

Tickets

• Tickets Menu Overview
• How to Create a New Ticket

Custom Goal

• How to Create and Manage Custom Goals

Properties

• Properties Menu Overview
• How to Manage Properties Menu - Contact
• How to Manage Properties Menu - Company
• How to Manage Menu Properties - Deals
• How to Manage Properties Menu - Products
• How To Activate Product Category and Subcategories

Document

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

Report

• How to Add Report on Dashboard
• The General Report Type Explanation - CRM
• The Targeting Report Type Explanation
• The Geographic Report Type Explanation
• The Comparison Report Type Explanation
• The Other Report Type Explanation

Products

• How to Open, Edit, and Delete Product in the Web Version of Qontak
• How to Add Product Unit in the Web Version of Qontak
• How to Add Bulk Products

Users Settings

• How to Add User
• How to Set Approval Expenses and Deals on Qontak CRM
• How to Add Team
• How to Change Qontak CRM Personal Information 
• How to Edit User Details
• How to Delete User

Account Settings

• How to Reset Password
• How to do Two Way Authentications

User Performance

• How to Set Target in Users Performance

User Permission

• How to Edit Contact Access
• How to Edit Deal Access
• How to Edit Admin Access
• How to Edit Breadcrumb Access

Tracking Time

• How to Set Working Hours

Team Settings

• How to Set Parent Team

Subscription

• How to View Subscriptions in Qontak CRM

Mobile Apps CRM

• How to View Contact Appearance on Mobile Version
• How to Add Contact on Mobile Version
• How to Open, Edit, and Delete Contacts on Mobile Version
• How to View Company Appearance on Mobile Version
• How to Add a Company on Qontak Mobile Version
• How to Open, Edit, and Delete Product on Mobile Version