> 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/customer.md).
# Customer
### Create and Manage Customer
In AiFLo 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
Last updated 11 December 2025