> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/crm/company-activity.md).

# Company Activity

### View Company Details <a href="#view-company-details" id="view-company-details"></a>

In **Company** Click on the Action menu (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FgjFbvhiQ6C5kbrdNczU4%252F0.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=7c8a9c70\&sv=2) for the customer which you would like to view and click the **View** button

<figure><img src="/files/AaVgH4zRBG3ZDjDUXedR" alt=""><figcaption></figcaption></figure>

You can see all the details of the **Company**

<figure><img src="/files/fpnZAdJNw1mbPrwOUcxj" alt=""><figcaption></figcaption></figure>

### Edit Company <a href="#edit-company" id="edit-company"></a>

In **Company** Click on the Action menu (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FSDpqZPlehq9pPfHkGmWZ%252F3.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=f2c67d8c\&sv=2) for the customer which you would like to edit and click the **Edit** button

<figure><img src="/files/DcSyk6zwUSunUgY82blL" alt=""><figcaption></figcaption></figure>

Add all edit details and **Save**

<figure><img src="/files/U3xiU58u0FQU266sb5zD" alt=""><figcaption></figcaption></figure>

### Delete Company <a href="#delete-company" id="delete-company"></a>

In **Company** Click on the Action menu (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FUCNhtcKlEad2UPhOpmZY%252F6.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=a90e7938\&sv=2) for the customer which you would like to edit and click the **Delete** button

<figure><img src="/files/cR8rxn0KtiL4cuMKcYzJ" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/3LBa06Y6Q36hxh0kxPEL" alt=""><figcaption></figcaption></figure>

Last updated 15 December 2025