FAQ

• CRM - Frequently Asked Questions (FAQs)

Overview Product

• Qontak Overview - Mengenal CRM Qontak

Company ID

• How to Check CID on the CRM Menu

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
• How to Add Ticket Reports to Qontak CRM Dashboard
• The General Report Type Explanation - CRM
• The Targeting Report Type Explanation
• The Geographic Report Type Explanation
• The Comparison 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 Set Freeze Task on the Mekari Qontak CRM Task Menu

Tickets

• Tickets Menu Overview
• How to Create a New Ticket
• How to Implement an SLA Policy
• How to Manage SLA Policies in Qontak CRM

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 Set Address on Deals and Contact Properties
• How to Manage Menu Properties - Deals
• How to Create a New Deal Pipeline on Qontak CRM

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 Offline Mode Works on Mobile 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