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If you still need to import or create the prospect see: |
📘 Instructions
1) Open Prospect Info-box
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When finished editing, click save button before closing.
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Importing NPD Standard Data
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4) How to Export data in NPD Standard Format
Click the export button in the top right corner
In the pop-up box, select a location and name. Then click Save
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5) How To Import prospect data in NPD Standard Format
In order to import prospect/lead dataf from an external source it must be from the NPD Prospect Data format.
A template is available on the npd website in the link below:
status-report-surrender.xlsx (live.com)
Once you have filled out the excel sheet, click the import button in GLEX
Find your template and click Open
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Your prospect data table will now be populated with data.
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