> 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/contact.md).

# Contact

### Create and Manage Contact <a href="#create-and-manage-contact" id="create-and-manage-contact"></a>

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

1. Create contact Individually.
2. Import Contacts.

### Create Contact Individually <a href="#create-contact-individually" id="create-contact-individually"></a>

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

<figure><img src="/files/JMPgma3y4YN9slNgVEmE" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/PJdCtA4DAaQSDjz62zxi" alt=""><figcaption></figcaption></figure>

Enter the details in the **Contact Information** form and **Save**

<figure><img src="/files/UaKBwpfwR2Ds2vRkm6RS" alt=""><figcaption></figcaption></figure>

You will find your **New Contact** in the list.

<figure><img src="/files/thdfKKxek2uyCPGfUA9S" alt=""><figcaption></figcaption></figure>

### Import Contacts <a href="#import-contacts" id="import-contacts"></a>

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.

<figure><img src="/files/gmonBPAivHi8xDb7AMHp" alt=""><figcaption></figcaption></figure>

Click on the **Download template** for uploading bulk data

<figure><img src="/files/GFhaHorHoLweQ1FMw0kt" alt=""><figcaption></figcaption></figure>

Make sure you fill up all Required fields while importing data

<figure><img src="/files/qNo9wZkhFcHz418hh34S" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/T1Mkpe9SnGBpM2NliMAL" alt=""><figcaption></figcaption></figure>

Check here **Imported Contacts**

<figure><img src="/files/E2VOwL2IxaToi3pHmLnG" alt=""><figcaption></figcaption></figure>

### Edit Contact <a href="#edit-contact" id="edit-contact"></a>

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

To edit contact

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%252Fpd0n8bMHJvtZ8mfjFGzJ%252F9.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=4432d114\&sv=2) for the record that you would like to edit and click the **Edit** button

<figure><img src="/files/20M1RYv0pn7x2po4UOeN" alt=""><figcaption></figcaption></figure>

Enter details of contact and click on the **Save** button

<figure><img src="/files/4kawxnoL9qi8zrWNATPG" alt=""><figcaption></figcaption></figure>

### Delete Contact <a href="#delete-contact" id="delete-contact"></a>

Contact once added can be deleted if no longer necessary

To delete Contact

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%252FTZC7s4d2QvW0W1sfN80d%252F12.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=74ecd967\&sv=2) for the record that you would like to delete and click the **Delete** button

<figure><img src="/files/5C2SYHynufOIoJimmXx7" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/7A3yvO6xIbkevtK93jaw" alt=""><figcaption></figcaption></figure>

Last Update 11 December 2025
