To upload a list of clients, follow these steps
1. Go to the Customer module and click in + Upload
2. Download the sample excel file and follow
the template and column order. You MUST enter Form of Contact, First Name, Last
Name, at least one phone numbers and one email.
IMPORTANT!! DO NOT MODIFY column order, format or titles. Enter the data exactly as shown in the file. A single punctuation or misspelling will make the document unable to upload. For quantities, use ONLY numbers without spaces.
3. Once the file is ready to be uploaded click on upload.
4. Click Save.