How to upload multiple enquiries in one go?

Video Tutorial for Bulk upload of Enquiries

For better clarity, you may also refer to the steps mentioned below

Step 1 – Click on "GoSpot" or "GoContract" as per requirement

Step 2 – Click on three dots beside the “Create Enquiry” button, where a drop-down menu will appear 

Step 3 - Click on “Upload Rate Request” 

A new dialogue box will pop up as shown below 

Step 4 –Seelct the right team to which enquiries are to be uploaded and Click on the "Download template" to download the excel file.

Once you open the excel file format, the required details will be needed to be filled in in order to upload the file.

Step 5 : Fill in at least the mandatory details

Step 6 – Click on “Create enquiries” or "Create Contracts" once the file which you have uploaded on the platform is error-free. 

Note: In case there is any error in the Excel file data which you have uploaded, a dialogue will appear as below, which will show the exact error occurring in the file, which can be rectified as per the row and column no and then re-uploaded in the system. 

Step 7 – The enquiries uploaded will be reflected on the dashboard under Spot