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Import Customer Data CRM Process

Description

This guide explains how to import customer data into CRM

Procedure

STEP 1 - Navigate to the Dashboard and choose the "Customer" option.

STEP 2 - Within the Customer section, find and select "Import Customer".

STEP 3 - To assist with importing, you can download a sample Excel template by clicking on "Download Sample".

STEP 4 - Fill out the Excel sheet with the customer data you wish to import.

STEP 5 - Once your Excel sheet is filled out, choose the file by clicking on "Choose File".

STEP 6 - Specify the appropriate customer groups.

STEP 7 - Conclude the import process by clicking "Import".

Video Demonstrates the Steps Above

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