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Learning Center Mekari

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Articles

Recent activity by Learning Center Mekari

  • How to Create a Template for an Email Campaign

    Before you can create an Email Campaign, you need to create an email template first through the Campaign menu under the Templates section. Learn the steps below. ImportantEmail Campaign is only ava...

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  • How to Use the Live Location Feature on Mekari Qontak CRM Mobile

    Currently, Mekari Qontak CRM has a Live Location feature that will help the role of Managers or Supervisors in periodically tracking teams that have the task of making routine visits to clients. Us...

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  • How to Set Up a Pipeline Team on Pipeline Deals

    Now, you can set access for pipelines based on teams. This is to ensure that only authorized teams can open certain pipeline deals. Here are the steps to set up a Pipeline Team in Pipeline Deals. I...

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  • How to Create a Recipient List via 'Select Contact' Automatically

    Currently, you can create a Recipient List Campaign automatically through contacts that have been saved in the Contacts menu in Mekari Qontak Omnichannel. In this case, you can directly access it t...

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  • How to Enable 2FA on Qontak Call Center

    When the domain/organization Admin requires 2FA for users, they must go through the initial 2FA setup process during their next login.Two-Factor Authentication or 2FA provides an additional layer o...

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  • Automatic Logout for Your Security (Qontak Web & Mobile)

    To protect the security of your Mekari Qontak account, the system will automatically log you out after a certain period of inactivity. This feature is crucial to prevent unauthorized access, especi...

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  • How to Access Campaign History Feature on Omnichannel Inbox Menu

    There is now a Campaign History feature in Inbox that makes it easy for you to see the latest campaign history from customers. Check out the explanation below. Go to the Inbox menu. Then select on...

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  • How to Create a Recipient List for an Email Campaign

    To be able to create an Email campaign, you need to create a Recipient list or list of recipients of the Email Campaign that you will send. Learn the steps below. ImportantThe Recipient List for Em...

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  • How to Bulk Edit Contacts on Omnichannel

    Currently, you can edit Contacts in large quantities at once on the Mekari Omnichannel Contact menu. This can be done if you already have a large number of Contact list data and want to upload it i...

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  • How to Set Address on Deals and Contact Properties

    In Qontak CRM, you can now add address details such as province, city, sub-district and postal code. You can then enter the address when creating new Deals or new contacts. Here are the steps. A. D...

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