Add groups of service customers via excel
J
Julie Petree
Be able to input a group of customers via excell sheet to be able to run a service campaign tasks or even sales tasks for the service pipeline.
Shelby Parker
Hey Julie Petree, thanks for your feedback! I have a few more questions for you:
- What specific data fields are included in the Excel sheet for each customer?
- How frequently do you anticipate needing to import customer groups via Excel?
- Are there any specific formats or templates you currently use for these Excel sheets?