Leads - How to Create a Private Appointment (Excel Upload)

To create multiple private appointments in BUZ using Excel upload, follow these steps:

Step 1: Navigate to Import Export Sales Settings

1. Go to Settings > Sales Settings > Import Export Sales Settings.
   
   

   Open

   

Step 2: Download the Sales Representative Private Appointments File

1. Click Download Current Layouts.
   
   

   Open

   

2. Select Sales Representative Private Appointments.
   
   

3. Click Export to download the Excel file.

Step 3: Open and Edit the Excel File

1. Open the downloaded Excel file.

2. Add the following details for each appointment:

   • SalesRep Code: Enter the Sales Representative code.

   • SalesRep Descn: Enter the Sales Representative description.

   • Appointment Details: Add notes for the appointment.

   • Appointment Date: Enter the date of the appointment.

   • Time Start: Enter the appointment start time.

     • Use 24-hour format with a colon (e.g., 16:30) or 12-hour format with AM/PM (e.g., 04:30 PM).

   • Time End: Enter the appointment end time.

     • Use 24-hour format with a colon (e.g., 16:30) or 12-hour format with AM/PM (e.g., 04:30 PM).

   • Operation: Specify the operation:

     • A: Add

     • E: Edit

     • D: Delete

Step 4: Save and Upload the File

1. Save the edited Excel file.

2. Navigate to the Step 3: Upload an Excel Document section in BUZ.

   • Click Select File.

   • In the modal, locate and select the saved file.

   • Click Open.

3. Click Upload to upload the file.

Step 5: Import the File

1. Navigate to the Step 4: Import the Updated Options Layout Template File section.

2. In the Available Options section, select the uploaded file.

3. Click Import to finalize the process.