Company

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