Uploading your sheets
Once you have the Excel or CSV files you want loaded into MPCRM, whether it be from a carrier export or another CRM export, follow these steps.
From anywhere in the CRM click your profile initials or picture at the top right.
Once the dropdown is open, click "Imports"
Select the file(s) you want imported and select what company export they came from. If the company is not in the list go ahead and select "other".
If selecting "other" you will need to name the list for us so we know where it's coming from.