QuickAppFlow
  • Welcome to QuickAppFlow
  • Product Guides
    • Field Sales
      • Area
      • Route
      • Scheme
      • Product Price
      • Product
      • Customer
      • Announcement
      • Document
      • Today Plan
      • My Visits
      • Weekly Plan
      • Orders
      • Route Plan
      • Visit Report
      • Reports by Orders
        • Reports by Orders
      • Reports by Visit
        • Reports by Visit
      • Reports by Target
      • Add Customer from the Mobile App
      • Presentations in Mobile App
      • Tracking
      • Attendance Report
      • FSA-Payment Collection
    • CRM
      • Lead
      • Lead Activity
      • Opportunity
      • Opportunity Activity
      • Customer
      • Customer Activity
      • Contact
      • Quotation
        • Share Quotation through Email
      • Invoice
        • Share Invoice through Email
      • Purchase Order
      • Target
      • Marketing
        • Configure Email Campaign
        • Configure SMS Campaign
      • Sales Pipeline
        • Stages
      • Product
      • User Mapping
        • User Permission
      • Company
      • Company Activity
      • Company
      • Bulk Edit Lead
      • Bulk Edit Opportunity
      • Bulk Edit Customer, Contact and Company
      • CRM Users
      • Create Invoice
      • WhatsApp Campaign
      • CRM List
    • Employee Helpdesk
      • Create Ticket
      • Manage Ticket
      • Update Ticket
      • User Mapping
        • User Permission
      • Out Duty Request
      • Regularization Request
      • FAQ and Details
    • Recruitment and ATS
      • Candidate Requisition
      • Create and Manage Job
        • Add Job Image
      • Create and Manage Candidate
      • Job Tracker
        • Add candidates in the tracker
        • Recruiter can perform different action
          • Shortlist
          • Create HW test
          • HW submission reminder
          • Send HW test for review
          • Create technical test
          • Schedule Interview
          • Cancel Interview
          • Send offer approval
          • Send offer
          • Upload resignation
          • Upload documents
          • Update Profile
          • Shared JD
          • Move Candidate
          • Copy Job URL
          • Duplicate Out
          • Propose Candidate
          • On Hold
          • Move to Talent Bank
          • Reject
          • Psychometric Test
          • Psychometric Test Reminder
          • Technical Test Reminder
          • Quickbook Test
        • Bulk Edit and delete candidate
        • Other actions
      • Shortlist candidate for job post
      • Recruitment Setting
      • Create Examiner
      • Create Vendor
      • Publish Job Post to Vendors
      • Configure HW test templates for different job role
      • User Mapping
      • User Permission
      • Add Qualification
      • Add Location
      • Add Skill Type
      • Candidate Portal
      • Examiner Portal
      • My Dashboard
      • Recruiter Status Report
      • Timesheet
      • Emcareer Portal
    • Onboarding
      • Onboarding Process
        • Start Onboarding Process
      • User Mapping
      • User Permission
    • Employees
      • Create Employee
  • Planner
    • Create and Manage Plan
    • Add Plan Member and Create a Container
    • Create and Manage Task
    • Add Documents
    • Create and Manage Template and Template Task
    • Configure Setting
    • Reports
    • Permission Matrix
  • Offboarding
    • Start Offboarding Process
    • Resignation
    • Configure Offboarding Task
    • Offboarding Reason
    • Permission
      • User Mapping
      • User Permission
  • Timesheet
    • How fill up Timesheet
    • How to Approve Timesheet
    • How to Reject Timesheet
    • Timesheet Reports
    • How to view offboarded employee’s timesheet
    • Integrate Timesheet with Attendance
  • Framework
    • How to create form
    • Workflow Designer
    • Form Designer
      • Single Line
      • Multiline
      • Number
      • Decimal
      • QuickAppFlow Lookup
  • Attendance
    • QuickAppFlow Attendance Setup on Mobile
    • Attendance on Desktop
    • My Team Attendance
    • Regularization Request
    • OD Request
    • Geofencing
    • Shift Allocation
    • Report
  • User Management
    • User Permission
  • Employee Helpdesk From Mobile
    • Out Duty Request
    • Regularization Request
  • Leave From Mobile
  • Holiday From Mobile
  • Employee Profile
    • Tax Declaration
  • Employee Performance
    • Set Objective and Employee Self Rating.
    • Employee Performance-Manager Rating
    • Employee Performance-Second Level Manager Rating
  • Meeting Room
  • Expense Management
    • Expense
    • Expense with Ledger
  • Payroll
    • Configure Salary Heads
    • Payroll Structure
    • Schedule and Run Payroll
  • Project Management
    • Configure Project
    • Resource Allocation
    • PM Setting
    • Sprints and Task Management
    • Resource Utilization
    • Project Milestone
    • Reports
    • Candidate Requisition
    • Asset Management
    • Expense Management
  • Policy Document
  • Organization Chart
  • E-Directory
  • Admin Settings
  • Org Event
  • Holiday
  • Helpdesk
    • Manage Ticket.
    • Update Ticket
    • Users
    • Permission
    • Asset
      • Asset Type
      • Asset Category
      • Asset Inventory
      • Asset Search
      • Replenishment
    • Customer Portal
      • How Customer User raise a Ticket
      • Invoice and Quotation
      • How to view customer user request-specific FAQs and details
    • Configure FAQ and Details
  • Asset Management
    • Asset Type
    • Asset Category
    • Asset Inventory
    • Asset Search
    • Replenishment
  • Procurement
    • Procurement Requisition
    • Budget
    • Vendor
    • Purchase Order
    • Invoice
    • Payment
    • Reports
  • Workflow
    • AI Stages
      • Decision-Yes/No
      • Options
      • Output-Details
      • Convert Unstructured Data to Structured
      • Extract Detail
      • Access Image
      • Generate Image
      • Text to Speech Stage
      • Speech to Text Stage
    • General Stages
      • Approval
      • Add Record
      • Update Record
      • Approval Task
      • Condition
      • For Each
      • Add Task
      • Add or Update Record
      • Notifications
        • Notification Email
    • Set Variable
    • Auto Approve
    • Auto Escalate
  • Scheduler
  • Integration
    • Email Integration
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CRM

CRM plays a crucial role in enhancing customer satisfaction,optimizing sales and marketing efforts,and fostering long-term customer relationships,thereby contributing significantly to a business's suc

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Last updated 11 months ago

Lead
Lead Activity
Opportunity
Opportunity Activity
Customer
Customer Activity
Contact
Quotation
Invoice
Purchase Order
Target
Marketing
Sales Pipeline
Product
User Mapping
Company
Company Activity
Company
Bulk Edit Lead
Bulk Edit Opportunity
Bulk Edit Customer, Contact and Company
CRM Users
Create Invoice
WhatsApp Campaign
CRM List