Importing and Exporting Touch Plans in BILLIONS
Amber Kahr
|
7 steps
|
4 minutes
Joinbillions
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Click here.
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Type "import"
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Click "Import Touch Plan(s)"
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Click "Export Touch Plan(s)"
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An excel file will download with all of the current plans & steps. In the excel file, delete all plans & steps except the one(s) you want to duplicate.
The first column "name" is the name of each *step* in the plan. These names must be unique so change them for your new plans.
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The third column "touch plan name" is the name over the overall plan. Rename this for each step to your new plan name.
Save your file as a CSV
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Click "Upload Files" & drag and drop your csv file.
Check to make sure your new plans & steps imported properly.
