Create and Manage Company
QuickAppFlow allows you to add company with all the necessary details. Company details provide context about the customer's business, helping sales and support teams tailor their interactions.
You Can Create company in following ways
1. Create Company Individually
2. Import Company
Create Company Individually
To create company
Go to Sales and click on Company
On Company page click on +New to add new company
Add all the details and click on Save
The newly added Company will be at the first position in the list
Import company
When you have a huge 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 they will be added as Customers.
In Company page, click on Import button
You can Download Template in xlsx format
Make Sure you filled 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 customers in customer list
