CRM - Import Inquiry

Modified on: Wed, 6 Jul, 2022 at 3:17 AM

If you have a list of inquiries/leads and you want to upload that to your CRM, you can do that by using 'CRM Import Inquiry'.

Access Path : Center Dashboard > CRM > Menu > Import Inquiry

Note: Use the 'Download Sample Csv file' option to download a pre-filled example of the 'Inquiry Template'. You can use this csv file as reference to fill your inquiry template.

Use the downloaded template to fill in the inquiry/lead details and use the 'Browse' button to upload it to the system. You can use the 'View Inquiry' option to view the details of individual uploaded inquiries.

Successfully Imported Inquiries displayed in the CRM Dashboard

CRM - Import Inquiry

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