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Import Customer Data CRM Process

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.".

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