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Adding Customer via Spreadsheet

Customer experience made easy. Learn how to add customers to your Customer Relationship Manager in bulk upload via spreadsheet.

In This Video You Will Learn:

  • How to enter your customers both manually and using an import/export spreadsheet
  • Required customer database details
  • Advanced customer details

Learning Check Question:

Were you able to create a customer manually?
Can you now create customers using the import/export spreadsheet?

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