- Create leads
- Inputs data from an Excel spreadsheet
- Perform data tasks
This bot can create leads in Leads module of Sugar CRM, for every row in the excel file. This bot will speed up the process in a much faster and more accurate way. A Sugar CRM account and the file data is needed to run the process. This bot can save hours in each day.
See the Bot in Action
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
That's it - now the Bot is ready to get going!
Requirements and Inputs
- SugarCRM account
- Input data
- Microsoft Excel