Effortlessly manage your consultants by importing or downloading their data in various formats. Follow the steps below to view and export consultant information.
How to Import and Download Consultant Data
1. Navigate to the Consultant Tab
- Click on the Consultant Tab in your system to view the list of consultants
2. Import Consultant Data
- If you want to add new consultants, you can import data directly into the system.
3.Download Consultant Data
- You can export your consultant data by clicking on the download options.
- Choose from Excel, CSV, or PDF formats.
- Once you click on the desired format, the file will automatically download to your device.
Things to Remember
- Ensure you select the correct format based on your needs.
- You can easily view and manage consultant data offline once downloaded.
For more information, refer to the user manual or contact support.