If you have multiple sales Persons and want to add them in bulk, “Edara” makes it easy with the Import feature.
Importing Salespersons
Go to “Data”.
Select the “Data Import” Page.
Open the “Sales” Section.
Click on “Download Template”.
Open the Excel file and add the names of your salespersons.
Click on “Upload File” to import the updated sheet.
Select the file containing the salespersons.
Click on “Save”.
Note: The number of salespersons must not exceed the licenses in your subscription.
If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.