How To Import Client Interactions
Go to Setup>Import Client Data
Download the interaction import file template.
Populate the spreadsheet with your client referral data – columns A – Q. Open instructions in columns with comments (red triangle) to enter proper data.
Save the file in your hard drive. Select Data File at the bottom of the Import Client Data page in SourceLink Pro.
You have the option of adding the Interaction Counselor for all interactions.
Click Import Client Data.
For more information visit, Importing Client Data.