Robeeta Office - User Manual

Robeeta Office - User Manual

Bulk Sale Lead

Using this option, you can add bulk sale lead data by uploading a file.

Follow these steps to upload bulk sale lead:

  • Select the “Bulk Sale Lead” menu from the “Sales” option.

  • On the “Bulk Sale Lead” page, you will find a sample format. To download it, click the “Click here” option.

  • Open the downloaded sample file. The spreadsheet contains fields highlighted in yellow, which represent the master fields for sale leads. Ensure you fill in these fields with accurate information.

  • Enter all the relevant data into the spreadsheet.

  • Save the file with your entered data. Remember, the file format must be either .xls or .xlsx.

  • Click on the "Choose file" option on the upload page. Select the saved file from your device.

  • Once the file is selected, click "Update" to initiate the upload process.

  • The system will process the uploaded data. Once completed, you'll be able to manage the newly added sale leads from the "Manage Sale Lead" page.

Note: The data must be in a single spreadsheet. Multiple spreadsheets are not supported for a bulk upload file.