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Importing Items in CRM

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.

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