> For the complete documentation index, see [llms.txt](https://help.quickappflow.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.quickappflow.com/product-guides/crm/customer.md).

# 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**

![](/files/WI9ph9kK6E4Ex4r72nUu)

Hover the mouse on the opportunity and click on the Action menu (3 vertical dots) ![](/files/RFFFUBpgcxvncOooRK5l) for the record that you would like to convert and click the **convert** button.

![](/files/qL5Qnh0CyYAk1KwVK7qd)

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

![](/files/VxSdWhw0oLdzQDd7xSdC)

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

![](/files/asCj1NxF7ChQoHP44WAs)

## Add customer individually

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

![](/files/fvcPz3fgbhkIoLA2yBKP)

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

![](/files/6XvpoF6UJIQqx85ZKstN)

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

![](/files/JHdAUpgvx8tXXGhC5bWm)

## 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

![](/files/eiB1C9MfcgM32kvGWJ9v)

You can **Download Template** in xlsx format

![](/files/eFA7wZJdsIMVE14P8Qrh)

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

![](/files/jUkAtrVy3xCMqaJq2ehG)

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

![](/files/3wNJuAUoznRFKGcYEpmW)

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

![](/files/nOSzmv18nH23BYqJHeW7)