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How to upload excel and create Payment related updates in TeleCRM.

Rahul Agarwal · May 31, 2022 · Leave a Comment

  1. Signup and create your enterprise at https://app.telecrm.in/
  2. In the next step, go to add leads and upload your excel sheet
  3. Once done you can then select payment-related options in every lead with the following payment statuses – Payment pending, failed, or successful.
  4. After that, You can use the filters option to filter payments based on their statuses.
  5. This is how you create advanced payment filters in TeleCRM.

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