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Tip. Uploading the same sales again never adds them twice. To fix a premium, edit the sale instead: a file with a new premium adds a second…

Remove a file you uploaded by mistake, along with the sales it brought in.

The file shows under Uploaded today with how many sales are new. Home and Sales now show your history.

Remove a leads file you uploaded by mistake, along with the leads it brought in.

Add your file in Upload Data, as in Upload a sales file.

Add the file in Upload Data, with the Lead Provider and Lead Type chosen. Upload internet leads shows how.

In Producify, you map a name from your sales file to a team member once: the spelling is saved, so later uploads that use it go to the same…

A delete is permanent. To get the sale back, record it again or upload the file that holds it.

It works from your own sales, which come in from a file, through Data and then Upload Data, or one at a time with Record a Sale.

Each week: upload the latest sales and leads files, then read the pages.

Yes. A value you changed with Edit lead is kept when the vendor's file is uploaded again.

Bring in sales. Sales come in from a file, through Data and then Upload Data, or one at a time with Record a Sale.

Producify takes sales and leads in by spreadsheet upload, or by hand. FrontRunner's site describes an export of activity notes only, so ask…

Enter one customer's policies by hand, with no file to upload.

the files you uploaded.

Data: upload your sales and lead files.

…carries the new name. If a vendor's files still use the old spelling, add it under Manage aliases… so later uploads land on the same source.