Company

QuickAppFlow allows you to add a company with all the necessary details. Company details provide context about the customer's business, helping sales and support teams tailor their interactions.

Create and Manage Company

You Can Create a company in the following ways:

1. Create Company Individually

2. Import Company

Create Company Individually

To create company

Go to Sales and click on Company

On the Company page click on +New to add a new company

Add all the details and click on Save

The newly added Company will be in the first position on the list

Import company

When you have a vast list of contacts in a spreadsheet and you would like to add them as a Company in your system, you can import the file and add them as Companies.

On the Company page, click on the Import button

You can Download Template in xlsx format

Make Sure you fill up all Required Fields data while importing data

Click on Upload bulk data to upload your Company list

After uploading Customers in xlsx file format, you can see imported companies in the company list