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 Create Expenses
  • How To Manage Call History
  • Need Approval on Notifications

Report Template

  • 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

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

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

Email Broadcast

  • How to Manage Email Blasting in Qontak CRM

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 Do Bulk Update Deals in Web Version
  • How to Add and Update Deals in Bulk on the Web Version
  • How to Open, Edit and Delete 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

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

Document

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

Subscription

  • How to View Subscriptions in Qontak CRM

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

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 and Companies Access
  • How to Edit Deal Access
  • How to Edit Admin Access
  • How to Edit Breadcrumb Access

Approval

  • How to Set Approval Expenses and Deals on Qontak CRM

Tracking Time

  • How to Set Working Hours

Live location

  • How to Set Live Location

Team Settings

  • How to Set Parent Team

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