FAQ

  • CRM - Frequently Asked Questions (FAQs)

Log In

  • Verify Email on Qontak CRM
  • How to Login to Qontak CRM Web Version
  • How to Login to Qontak CRM Mobile Version

Overview Product

  • Qontak Overview - Mengenal CRM Qontak

Dashboard

  • How to Filter Reports
  • How to Read and Select Reports
  • How to Download Report

Company

  • Menu Companies Overview
  • How to Manually Add a Company on Qontak Web Version
  • How to Manually Add a Company on Qontak Mobile Version
  • How to Add Companies in Bulk on Qontak Web Version
  • How to Open, Edit and Delete Company on Qontak Web Version
  • Bagaimana Cara Membuka, Mengedit, dan Menghapus Company Versi Mobile

Contact

  • Contact Menu Overview
  • How to Add Contact Unit Mobile Version
  • 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 Open, Edit, and Delete Mobile Version Contacts

Deals

  • Deals Menu Overview
  • How to Manually Add a Deals in Qontak Web Version
  • Bagaimana Cara Menambahkan Deal Satuan Versi Mobile
  • How to Add Deals in Qontak Web Version in Bulk
  • How to Open, Edit and Delete Deals on Qontak Web Version
  • How to Open, Edit and Delete Deals on Qontak Mobile Version

Task

  • 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 Add Unit Tasks on Qontak Mobile
  • How to View the Web Version of Tasks

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 Menu Properties - Task
  • How to Manage Properties Menu - Products

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

Product

  • 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 Product Unit in the Web Version of Qontak
  • How to Add Product Unit in the Mobile Version of Qontak
  • How to Add Bulk Products

Account Settings

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

Users

  • How to Add User
  • How to Add Team
  • How to Delete User
  • How to Edit User Details
  • How to do Report Access Settings

User Permission

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

Team Setting

  • How to Set Parent Team

Tracking Time

  • How to Set Working Hours

User Performance

  • How to Set Target in Users Performance

GPS Live Attendance

  • GPS Live Attendance Menu on Qontak Mobile Version Overview
  • How to Check In / Check Out on Qontak Mobile Version