How do I use the sales leads template?

Description:

The sales leads template is one of our template solutions that you can use to create your connections. Once you click on INSTALL, Sheetgo will create the required connections in the sidebar, create the sheets inside your spreadsheet that are associated with your connections, and create the required spreadsheets in the background that your connections will access to retrieve the data for the inventory check-in and check-out.

Components: 

  • Automatic import connection Consolidated Sales Leads
  • Manual export connection Parameters - Rep 1
  • Manual export connection Parameters - Rep 2
  • Manual export connection Parameters - Rep 3
  • Sheet Instructions
  • Sheet Parameters
  • Sheet Consolidated Sales Leads
  • Sheet Sales Lead Dashboard
  • Spreadsheet Sales Rep 1
  • Spreadsheet Sales Rep 2
  • Spreadsheet Sales Rep 3

How to use?

Each spreadsheet created from the template contains the sheet Instructions with a detailed guide on how to use the solution. Please consult this sheet for more information.

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