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Update Visit Activity

Stepwise Guide​

  1. Login to Account: Access your account by entering your credentials on the login page.
  2. Navigate to Module: Hover over the relevant module, in this case, "Visit Activity", and click on "Add New".
  3. Upload Excel Option: On the top-right corner of the screen, click on "Upload Excel".
  4. Download Sample Sheet: A popup window will appear. Click on the "Download" button to obtain the sample Excel template.
  5. Prepare Excel File: Open the downloaded Excel sheet. Remove any existing sample data, but retain the column headers.
  6. Enter Visit Data: Fill in the required fields with the appropriate visit activity data.
  7. Save the File: Once all data is entered, save the Excel file on your system.
  8. Upload Excel File: Repeat Steps 2 and 3. In the popup window, click "Choose Files", select your updated Excel file, and then click "Upload".
  9. Upload Complete: Your visit activity data will be successfully uploaded.

Video Tutorial​

Below is a video tutorial on how you can update visit activity.