Add Customer from the Mobile App

A customer's presence in a field sales app is essential for effective sales processes.Sales representative require access to customer data, like contact information, route name & past interactions

Add Customer

In the mobile app, AiFlo allows you to add customer in the following ways:

1. Add customer individually

2. Add customer from Today Plan

3. Add customer for Selected Route

Add Customer Individually

In AiFlo app select the Field Sales

In the menu, click on the Customers

Allow to access the device Location

Add all the details and Save

Newly added customer will be in the first position on the list

Add customer from Today Plan

To add a customer to the Today Plan, click on Today Plan

Allow to access the device Location

On Today plan page, click on +Customer

Add all the details of the customer and Save

Newly added customer will be in the first position on the list

Add Customer for Selected Route

In Today Plan, select the route to which you want to add a customer

Click on the +Customer

In the Customer details form, Route will be filled automatically, add the rest of the details, and Save

The Customer will be added under the selected Route

Customer Activity

Edit Customer Details

Select the customers

In the Customers, click on the Actions (3 vertical dots)

In the pop-up, click on the Edit option

Allow to access the device Location

Edit all the details and Save

Update Customer Location

Select the customer

In the Customers click on the Actions (3 vertical dots)

In the pop-up, click on the Update Location

Allow to access the device location

A message that the location has been updated will appear on the top

Delete Customer

In the Customers click on the Actions (3 vertical dots)

In the pop-up, click on Delete

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

Last updated 10 December 2025