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Update Visit Planner

Follow these Steps to Create New Visit with Excel/CSV in UdyogX

Stepwise Guide​

  1. Log into the software.
  2. On the left sidebar, hover over Visit Planner. A submenu will appear. Click on View List.

  1. A page with all the visit planners will be shown. On the desired entry, hover over the arrow on the right, then hover on Visit Planner, and click on Edit.

  1. A page will open. Make the required updates and hit Save.

Video Tutorial​

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