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

Hover the mouse on the opportunity and click on the Action menu (3 vertical dots) for the record that you would like to convert and click the convert button.

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

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

Add customer individually

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

Add all the details and click on Save

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

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

You can Download Template in xlsx format

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

Click on Upload bulk data to upload your Opportunity list

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