Import/Export Center

Import/Export Center


Now in the G99+ app, we can easily Import and Export the list of Leads and Patients from the Import and Export Center.
 A. To Import Leads and Patients


1- Log in to your Growth99+ Business Account and navigate to the Import and Export center 

 

2-You will get the below Screen


 

3- To know about the lead upload format click on FAQ Link  

    To get the correct import format Click on Download Sample File 

    To import leads click on Browse for File and import the .xlsx lead file to growth99








4- once uploaded you will see the history of import as shown below




5- follow the same steps for patient import from the patient Tab





B. To Export Leads and PatientTo Export Leads and Patient



B. To Export Leads and Patient
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Leads and patients can be exported in Excel and PDF format

1- Navigate to the import-export center you will see 2 buttons to Export to PDF and Export to Excel


2- Click on Export to Excel to download all the available lists of leads in Excel format, Click on Export to PDF to export all the available lists of leads in PDF format


3-Follow the same steps for patients in the Patient Tab



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