How to Import the Portfolio/Customer base?

The importation of clients is done through the Administrative Portal.

The importation will serve to facilitate the filling in the time to make the visit and avoids errors of duplication of information.

It will sync with your Sales Team app.

We provide a spreadsheet in .CSV for you to fill in the information of your customers. You can use excel to edit.

Important: Keep the .CSV format when saving from Excel.

See the image below:

Scroll further down to fully view.

See the image below:

Access the page: Bit.ly/ImportaçãodeClientes