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Learning Center Mekari

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Recent activity by Learning Center Mekari

  • How to Reset Password

    If you are having trouble logging into your account or want to ensure the security of your CRM account, you can do a  Password Reset  to set a new password. To set  a password , you can follo...

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  • How To Understand The Results Download The Target By Months By Value Report

    If you want to monitor and share target achievement per user, you can download the Target By Months By Value Report. The downloaded Target By Months By Value Report when it is downloaded will displ...

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  • 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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  • Menu Companies Overview

    The Companies menu is a menu for performing database management. This menu can be used to manage all information and activities related to the customer's company or business. Here is what the Comp...

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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 Integrate Qontak CRM

    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 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 Integrate and Manage Channel Configuration in Qontak CRM

    Through Qontak CRM, you can integrate Channels in the Properties menu. In this case, you can integrate Qontak Omnichannel into Qontak CRM. Apart from that, customer data who send chats on Omnichann...

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