# Customer

##  Create and Manage Customer

In QuickappFlow CRM, you can add customers in three ways

1. Convert the opportunity into a customer
2. Add customer individually
3. Import customers

## Convert the opportunity into a customer

To convert opportunity

Go to **Sales** and click on **Opportunity**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FAglLQvv86liR9D63aUZQ%2F0.png?alt=media)

Hover the mouse on the opportunity and click on the Action menu (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fp9xFS2KsK8wBcA67goQZ%2F1.png?alt=media) for the record that you would like to convert and click the **convert** button.

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FYIfV6QvOJ0Mdxid2M8FG%2F2.png?alt=media)

You need to select that convert opportunity as New Customer or Existing Customer, move **this opportunity to stage,** and click on the **convert** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FEaeqWEvDrRwbcq4W5BLK%2F3.png?alt=media)

The newly added **Customer** will be in the first position on the list

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F7KMWnbon6A7UKHGAC3Ef%2F4.png?alt=media)

## Add customer individually

On the customer page, click on the **+New** button to add a **New Customer**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FAnWaV2NHilMkZqLaG4z5%2F5.png?alt=media)

Add all the details and click on **Save**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FL7VuGuTmtvSUaryukdqf%2F6.png?alt=media)

The newly added **Customer** will be in the first position on the list

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FCULCGls44KUB2CAcGFDe%2F7.png?alt=media)

## Import customers

When you have a huge list of contacts in a spreadsheet and you would like to add them as **Customers** in your system, you can import the file and they will be added as Customers.

On the **Customer** page, click on the **Import** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FzpWTNlT7adLYStPy1uNF%2F8.png?alt=media)

You can **Download Template** in xlsx format

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FS266WKKpnYXLUWsz7yCf%2F9.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fpts4kmn5oPZQx5mXDwpu%2F10.png?alt=media)

Click on **Upload bulk data** to upload your Opportunity list

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F8pnoOTfF4zH2BsYPpcWV%2F11.png?alt=media)

After uploading Customers in xlsx file format, you can see imported customers in the customer list

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FjjKnZhgwCVDueadT7Dbd%2F12.png?alt=media)