- Create opportunities
- Reads from Excel
- Alerts the user when process is done
This bot creates an Opportunity for SugarCRM in the Senior Sales Representative persona, for every row in the Excel file. This bot will save many man hours and save money for each use this bot does. This bot require a SugarCRM account and input data to use to fill out the opportunities.
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
- Microsoft Excel
- SugarCRM account
- Input data