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 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 Unit Web Version
• How to Add Contact Bulk Web Version
• How to Open, Edit and Delete Web Version of Contacts
• How to View the Web Version of Contact Display
• How to Filter Contact Data

Deals

• Deals Menu Overview
• How to Manually Add a Deals in Qontak Web Version
• How to Add Deals in Qontak Web Version in Bulk
• 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 Web Version Unit Tasks
• How to Open, Edit and Delete Tasks on Qontak Web Version
• How to Add Bulk Task
• How to View the Web Version of Tasks
• How to Filter Task Data

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 Add Team
• How to change Qontak CRM Personal Information 
• How to Edit User Details
• How to Delete User
• How to do Report Access Settings

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 the Mobile Version of Contact Display
• How to Add Contact Unit Mobile Version
• How to Open, Edit, and Delete Mobile Version Contacts
• How to See The Company Menu Appearance on Qontak Mobile Version
• How to Manually Add a Company on Qontak Mobile Version
• Bagaimana Cara Membuka, Mengedit, dan Menghapus Company Versi Mobile