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 Upload” page, you will find a sample format. To download it, click the “Click here” option.

  • To upload the data in the sample format, click on the choose file option, then select the file, and then hit “Update” to save it.

  • The file must be .xls or .xlsx format only.

  • You can manage uploaded file data on the "Manage Sale Lead" page.

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