This video will walk you through the steps of bulk importing your accounts and prospects to the RepMove app.
Steps to import:
- Download the spreadsheet.
- Populate the spreadsheet with the data, only AccountName/ProspectName is mandatory field.
- Send the file to yourself over email or any other way.
- Save the file locally on your phone.
- Select the spreadsheet via the RepMove app, by going to Settings -> Import Data.
- Select what type of data you want to import Prospect list or Account list.
- Click the Upload button and wait for the success message.
Note: Do not modify or add columns on the spreadsheet. Accounts and prospects will need to be imported on separate spreadsheets.