Learning Center Mekari
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How to Add Companies in Bulk 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, etc. To add company data, you can add it one by one or in bulk. Here are the steps to ...
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How to Filter Data Deals
When you want to select several deals for you to download, delete or just see the number of existing deals, you can use the filter feature in a deal. Here are some steps to filter the deal data. S...
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How to Understand the Lost Reasons Report Download Results
The Lost Reasons report displays two sheets, namely Deals by Lost Reasons and Deals List. In the Deals by Lost Reason sheet, a list of each User is displayed with the number of Lost Deals in each L...
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How to Download Deals Data
On Qontak, you can download Deals data. You can choose whether the deals you want to download is for all or just a particular one. Here are the steps: Log in to your Qontak CRM account Menu and se...
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How to Open, Edit and Delete Company on Qontak Web Version
On Qontak, you can view detailed company information, changes, and delete company information. To access detailed company information, you can click on the company name on the Companies Menu. Here ...
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How to Understand the Results of Download Report Source
The report obtained from the Dashboard New Contacts, Companies, and Deals Created by Source displays reports per module, based on the selected user filter and time filter. Each user displays the nu...
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How to Do Bulk Approval Deals
In Qontak CRM, apart from doing Approval Deals individually, you can also do them in bulk. Here are the steps you can take: On the Deals menu display, you can click “Need my approval” to open a li...
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How to Make, Edit, and Delete Product on Mobile Version
On Qontak, you can view detailed company information, and change and delete Company information. To access detailed company information, you can click on the company name on the Companies Menu. Her...
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How to Delete User
The Delete User feature can only be done by users with Admin roles. Make sure you are an Admin of the company's CRM to be able to delete new users.Already using Qontak One? Explore the new User M...
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How to Do Bulk Update Deals in Web Version
Through Qontak CRM, after you add a deal, you can update deals that you do either individually or in bulk. Then, you can place the Deal units with the appropriate pipeline and stage. Here are t...
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