Go to Heartland Retail
All Collections
Q.R.G's - Quick Reference Guides
Q.R.G. - Settings - How to Import a Sales Plan
Q.R.G. - Settings - How to Import a Sales Plan
Bill C. avatar
Written by Bill C.. Updated over a week ago

  • 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
    -Save

  • Click Browse

  • Select the file to be imported

  • Click Upload

Did this answer your question?