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Clients List

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mudgalharsh001
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17 views

Clients List

Uploaded by

mudgalharsh001
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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#### NOTES:

#### !!! Warning: Do Not delete this SECTION !!!


#### Warning: Do Not Change/Edit/Delete column names
#### To add a row, copy and paste any empty row below 'NOTES'
#### For a new client, don't fill 'id' column
#### The client will only be visible to the 'Visible To'
#### If you want client to be visible to all employees, select 'Everyone' from the 'Visible To' dropdown
#### If you want client to be visible to only one employee, select any one employee from the 'Visible To' dropdow
#### If you want client to be visible to a team, select any option prefixed with 'Team' from the 'Visible To' dropdo
#### If you want a client to be visible to multiple teams and employees, Copy paste the 'Visible To' column and in
#### Please choose the Visible To from dropdown only. Do not enter your own value
#### Want to delete a client, fill in "To Delete" column with 1
#### Address is a mandatory field. Lat and Lon are optional, if you have exact Lat and Lon, fill them under respecti
#### City and pincode are an optional field.
#### For checkbox fields, provide a comma separated value , example : tea,coffee,sugar
#### If a client does not have a valid latitude or longitude .We may default to "Rashtrapati Bhawan" if we fail to d

ID Client Name (*)


e' from the 'Visible To' dropdown
one employee from the 'Visible To' dropdown
xed with 'Team' from the 'Visible To' dropdown
es, Copy paste the 'Visible To' column and increment the number example: add 'Visible To - 6' after 'Visible To - 5'. Maximum
your own value

ve exact Lat and Lon, fill them under respective columns along with the address.

e : tea,coffee,sugar
efault to "Rashtrapati Bhawan" if we fail to determine the location from the client address.The field executive can update th

Visible To (*) Contact Person (*) Country Code (*)


6' after 'Visible To - 5'. Maximum limit is 'Visible To - 1000'

he field executive can update the location from the app when he/she reaches the place.

Contact Number (*) Address (*)


Can exec change
location (*) Latitude Longitude
Radius(m) Category Description
Client ID Email City
Category
Pincode (*) To Delete
Visible To - 2 Visible To - 3 Visible To - 4
Visible To -
5
change Client
Employees location Category Category Country Calling Codes
Everyone Yes End customerCustomers 91
Anil Kumar No Distributor Micro-Distrib1
Deepanshu Sharma Dealer Distributors 247
Hemant Sharma Supplier 376
Kuldeep Kaushik Retailer 971
Manoj Hooda Others 93
Neeraj Kumar 355
Praveen Sharma 374
Rahul Singh 244
Sampal Kumar 54
Sandeep Sharma 43
Team: Default 61
Team: Sales Team 297
Team: Health Care 358
Team: Tech Team 994
Team: Logistics 387
Team: Marketing Team 880
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