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  • Re: Import client details

    Hi Caroline, Open up your excel spreadsheet and then click on 'File' and then 'Save As'.  You need to save your excel spreadsheet as a CSV file to enable you to begin impprting the file into proptrack. When you have done this go to https://live.proptrack.com/agents/settings/data/csv/import/contact which will take you to ...
    Posted to How do I? (Forum) by proptrackgirl on May 20, 2008

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