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Learning Center Mekari

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Recent activity by Learning Center Mekari

  • How to Manage Menu Properties - Automated Actions

    Automated Actions are a way to add functionality to Qontak CRM without doing any programming. This feature can be used to trigger certain actions or actions automatically.Here are the steps to mana...

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  • How to Move Deals on Qontak Web Version

    In the web version of Qontak, you can move the stage from one stage to another. There are two ways to move the stage away from deals. Here are the steps: Drag and drop the deals you want to move t...

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  • How to Manually Add a Company on Qontak Web Version

    The Companies menu is a menu that is used to create a company database with the status of a customer, partner, or other. To add company data, you can add it manually or in bulk. Follow these steps ...

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  • How to Set Parent Team

    To make settings on the team members, such as to add or remove team members, go to the Teams menu. Simply follow these steps. Click the CRM username in the upper right corner, select Profile Sett...

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  • How to Understand Task KPIs by Status

    The Task KPI by Status report has two sheets, namely Tasks KPI by Status and Task Change Log. In the Tasks KPI by Status sheet, the displayed reports can be previously filtered by User, Time, and T...

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  • How to Manage Menu Properties - Settings

    The Settings menu on the CRM dashboard is used to set the Timezone, Default Currency, and Features List. To make the settings in the following way:Click the Properties menu.  Then, select the “Sett...

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  • How to Move Deals on Qontak Mobile Version

    In the mobile version of Qontak, you can move the stage from one to another. Here are the steps: Login to your Qontak CRM account. Go to the Deals Menu. Click the “three-dot icon” on one of t...

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  • How to Add a Company on Qontak Mobile Version

    In the Qontak mobile CRM application, you can only add a company manually. To add companies manually, you can follow the steps: Open the Qontak CRM Application on your mobile application. Input yo...

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  • How to Understand the Results of Downloading the Deals by Stage Report

    The Deals by Stage report has two sheets, namely the Deals by Stage and the Deals Change Log. In the Deals by Stage sheet, the Deals by Stage report can be filtered according to the desired Pipelin...

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  • How to Manage Properties Menu - Display

    The Display menu on the Qontak CRM can be used to customize the theme/appearance of the CRM dashboard according to the theme you want. Accounts with a member or admin access can change the display ...

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