Critical Steps for Sales Files

Critical Steps for Sales Files

Skipping these steps will cause MAJOR issues with your sales files!

Database Setup: Critical Steps for Sales Files

Three steps you MUST follow for every sales file:

Step 1:

  1. Remove commas from verbiage - NOT NUMBERS
  2. Remove apostrophes

Step 2:

  1. Change formatting in numbers to remove commas 

Step 3:

  1. Save as CSV file