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Learning Center Mekari

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Recent activity by Learning Center Mekari

  • How to Manage Properties Menu - Contact in Mekari Qontak CRM

    The Properties menu is used to edit and add fields/properties in certain menus. To edit and add fields/properties to the Contacts menu, you need to take the following steps: Already using Qontak O...

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  • How to See The Deals Menu Appearance on Qontak Web Version

    Deals is a CRM feature provided by Qontak that can show and record all workflow transactions in real-time at your company. To find out the appearance of Deals, follow these steps:Login to your Qont...

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  • How to Integrate Line Messenger

    Integrations are a Qontak Omnichannel feature where customers can connect various platforms with chat panels such as email or Instagram. ImportantOnly users with the Admin role can perform the inte...

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  • How to Enable AI in Chatbots

    After setting the knowledge and instructions to the AI, you can then activate the AI ​​in the conversation you have created in the Chatbot menu. Here are the steps. Enter the Chatbot menu. Then, cl...

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  • Overview Menu Companies

    The Companies menu is used for database management. You can use this menu to manage all information and activities related to your customers' companies or businesses.The Company page has now been u...

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  • How to Understand Product Sales Trends Report Download Results

    To see the trend of your product sales every month, you can view the report by downloading the Product Sales Trends Report. The downloaded Product Sales Trends Report when it is downloaded will dis...

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  • How to View Deals Appearance on Mobile Version

    Qontak CRM is available in 2 versions, web and mobile versions. So, if you want to manage your deals, you can do so directly on the Deals Menu in your Qontak mobile app. Here's what the mobile vers...

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  • How to Add Team

    The   Add Team feature only applies to accounts with Admin level. Make sure your role is an   Admin in the company's CRM to be able to add new teams /groups. Click the arrow located to ...

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  • 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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