Click Dashboard
Click Settings
Click Sales Plan
Click Import
Download an Excel or .CSV template if needed
-Fill in the columns for Location, Amount, and Date
โ -SaveClick Browse
Select the file to be imported
Click Upload
![Bill C. avatar](https://static.intercomassets.com/avatars/4383246/square_128/CSR-1614740943.jpg)
Written by Bill C.
Updated over a week ago