Contact

The Contacts feature within QuickAppFlow enables you to consolidate all your contacts into a single location, complete with their affiliations with corresponding companies.

Create and Manage Contact

QuickAppFlow allows you to create a contact in the following ways:

1. Create contact Individually.

2. Import Contacts.

Create Contact Individually

In the left navigation, find “Sales” then jump on “Contacts”.

On the contact page, find the +New button and click.

Enter the details in the Contact Information form and Save

You will find your New Contact in the list.

Import Contacts

When you have a huge list of contacts stored in a spreadsheet and wish to incorporate them into your QAF account as contacts, you have the option to import the file, resulting in their inclusion as contacts.

Click on the Import button.

Click on the Download template for uploading bulk data

Make sure you fill up all Required fields while importing data

After filling in all the details click on the Upload Bulk Data button

Check here Imported Contacts

Edit Contact

You can choose to edit the contact that you have created.

To edit contact

Click on the Action menu (3 vertical dots) for the record that you would like to edit and click the Edit button

Enter details of contact and click on the Save button

Delete Contact

Contact once added can be deleted if no longer necessary

To delete Contact

Click on the Action menu (3 vertical dots) for the record that you would like to delete and click the Delete button

Give your confirmation in the popup and the record will be deleted