Learning Center Mekari
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[NEW] How to Send WhatsApp Follow-up Templates via Qontak Chat Mobile
In Mekari Qontak Chat Mobile, Follow-up type templates can be used to send outbound messages (business-initiated message), which are messages proactively sent to customers when there has been no re...
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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 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 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 Send a Follow-up Campaign to Chats That Have Expired
META enforces the Standard Messaging Window policy. As long as the conversation is still active within a 24-hour period (counted from the last incoming message from the customer), you can send free...
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How to Integrate and Configure Channels on Qontak CRM
Through Qontak CRM, you can integrate Channels in the Properties menu. In this case, you can integrate Qontak Omnichannel with Qontak CRM. Additionally, customer data who send chats on Omnichannel ...
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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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How to Add, Change Ownership, and Bulk Delete Company Data in the Web Version
The Company menu is used to manage company data, from adding new data and changing ownership to deleting large amounts of data. In this guide, you will learn how to add, change ownership, and bulk ...
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