Bulk Operation Import using CSV format files. this make you easier to input bulk sales person data in contacts.

I.Import Sales Person Through Contacts Menu

Step 1. Select import button on sales person section

mceclip0.png

Step 2. Select download sample to get a CSV file that matches the upload format

mceclip1.png

Step 3. Open the files and fill the properties data on the excel

mceclip0.png

Step 4. Save files with CSV(Comma Delimited) format then save

mceclip3.png

Step 5. Select choose file than upload you saved file

mceclip2.png

II.Column Properties

Sales Person Import Properties Index

Column

Description

Data Type

Example

Name*

Input sales person name

string

John Doe Sales

Code

input code

string

Sales-01

Outlets*

you can assign multiple outlet to a sales using comma(,) separator (Ex:Outlet1,Outlet2)

string

Outlet 1

Sales Group

you can created sales group through contacts properties (Ex:Junior,Senior,Trainee)

string

Junior

(*)is required

Did this answer your question?