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.
Last updated
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.
Last updated
You Can Create a company in the following ways:
1. Create Company Individually
2. Import Company
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
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
