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Importing Expense in CRM

Title

Importing Expenses in CRM

Description

This guide explains how to import expenses into CRM

Procedure

STEP 1 - Access the Dashboard and select "Expenses".

STEP 2 - Choose "Import Expense".

STEP 3 - Click "Download sample Excel" to obtain the template for expense details.

STEP 4 - Fill in the details for each expense entry on the Excel sheet.

STEP 5 - After filling out the Excel sheet, upload the file by clicking "Choose File".

STEP 6 - Click "Import" to import the expenses into your CRM system.

Video Demonstrates the Steps Above

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