Heartland Retail

Download an Excel or .CSV template if needed -Fill in the columns for Location, Amount, and Date -Save

- 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

Q.R.G. - Settings - How to Import a Sales Plan

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