In SalesTown CRM, efficiently managing your prospect (seeding) data is essential for a seamless sales process. This detailed guide will walk you through the steps to import and export seeding, ensuring smooth data transfer and management. By following these instructions, you can keep your prospect data accurate, up-to-date, and easily accessible for your sales team.

Step-by-Step Guide to Import the Prospects (Seeding) in SalesTown CRM

1. Navigate to Import  Setting

  • From the main dashboard, locate the Essentials< Settings tab in the main menu or navigation panel.
  • Click on Settings to open the settings page.
  • In the settings page, find and click on the User Data < Import option.
  • This will open the Import page, which includes different modules Tab such as Leads, Contact, Seeding, and Products

2. Download the Template

  • Go to the Seeding tab by clicking on it. The  Import Seeding window will appear.
  • Before importing, download the sample template provided by SalesTown CRM to ensure your data matches the required format.
  • Click on the Download Format link.

3. Prepare Your Data

  • Open the downloaded template.
  • Fill in your lead data according to the column headers in the template.
  • Ensure each column is filled out correctly, and mandatory fields are not left blank.

4. Upload the File

  • After preparing your data, go back to the Import Seeding section.
  • Click on the Choose File button to select your filled template.
  • Click on the Import Seeding button.
  • The system will notify you once the import is successful.                                                                                                                                                                                               

Step-by-Step Guide to Export  the Prospects (Seeding) in SalesTown CRM

1. Navigate to Export Setting

  • From the main dashboard, locate the Essentials< Settings tab in the main menu or navigation panel.
  • Click on Settings to open the settings page.
  • In the settings page, find and click on the User Data < Export option.
  • This will open the Import page, which includes different modules Tab such as Leads, Organization, Contacts, Seeding, Farming, and Others.

2. Select Export Criteria

  • Go to the Seeding tab by clicking on it. The  Seeding Export window will appear.
  • Click on the Export Seeding button.
  • The system will generate the export file in .csv and .xls format.

3. Download the File

  • Once the export process is complete, a download link will be provided in an Export History tab.
  • Click on either .csv or .xls  link to save the exported file to your device.

 

Tips and Best Practices

  • Data Accuracy: Ensure your data is accurate and complete before importing to avoid errors or data loss.
  • Field Mapping: Pay close attention to field mapping during import to ensure data integrity.
  • Use Filters: When exporting, use filters to focus on specific segments of your prospects for more targeted analysis.

Technical Problems

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