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Importing Items in CRM

Description

This guide explains how to import items into CRM

Procedure

STEP 1 - Navigate to the Dashboard and select "Sales".

STEP 2 - Within the Sales section, choose "Items".

STEP 3 - Select "Import Items".

STEP 4 - Click "Download sample" to obtain the Excel sheet template for item details.

STEP 5 - Fill in the details for each item on the Excel sheet.

STEP 6 - After filling out the Excel sheet, upload the file by clicking "Choose CSV File".

STEP 7 - Click "Import" to import the items into your CRM system.

Video Demonstrates the Steps Above

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