Learning Center Mekari
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How to Manage Menu Properties - Payment/Expense
Payment/Expense is a feature that records expenses or payments made as reimbursement.Following are the steps to make Payment/Expense:Select the Properties menu, to change the payment method and cat...
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How to See The Company Menu Appearance on Qontak Web Version
The Company feature is a feature where you can add, edit, or delete databases from a company. To see how company features look on Qontak CRM, you can access it by following these steps: Log in to ...
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How to Manage Menu Properties - Upload & Download
The Upload & Download tab on the CRM dashboard is used to monitor the progress of uploading or downloading your company database from the CRM dashboard. Accounts with a member or admin access can a...
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How to View Company Appearance on Mobile Version
You can also find the Companies Menu in Qontak CRM in the Qontak application for Android and iOS. To access the company menu, follow these steps: Log in to the Qontak mobile application. The foll...
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How to Export to Google Sheets
Through Qontak CRM, you can export Contact, Task, Company, Deal and Product data into Google Sheet format. Start syncing the latest data and export the data by following the steps below. Log in to...
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How to Manage Properties Menu - Company
The Properties menu is used to edit and add fields/properties that are on a particular menu. To edit and add fields/properties to the Company Menu, you need to do the following steps: Select the ...
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How to Manage Menu Properties - Deals
The Properties menu is used to edit and add fields/properties on certain menus, such as deals. You can edit, add, and set fields/properties on the Deals Menu, with the following steps: Sele...
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How to Filter Company Data
On Qontak, you can filter your company data. This feature can help you specifically get the company data you want. Here are the steps: Go to Companies Menu. Click the "Filter" icon to filter compa...
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How to Enabling WA Push Notifications in Qontak CRM
In Qontak CRM, you can activate push notifications to get notifications on Whatsapp. In this feature, you can send automatic messages with triggers from CRM such as deal date, deal creation, deal m...
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How to Download Company Data
On Qontak, you can download your company data in Excel format. You can find this feature in the Properties menu, Upload/Download tab. Here are the steps: Login to your Qontak CRM account. Select ...
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