How to import products and services into SalesVu. You'll use a template file and a reference guide that explains each column. SalesVu's onboarding team can also handle imports for new subscribers.
Today we're going to show you the overview of the importing process. First you click on Products and Services. Click on the drop down import. Now here we have two important files. First the template and then an overview of each column's function. Now you'll want to use this as a reference when you're working on your file. Next we will take a look at the template. Here you can see that every column has a specific set of information that's required and if you are a new customer and have subscribed to our software, we will be able to have our onboarding team work and import the menu for you. Thanks for watching. Let us know if you have any questions.
