Customers Template and Requirements

The Template

How To Use This Template

You will be given the option to View or Save a Copy of the template. We recommend saving a copy.
The Template will have 2 Tabs:

  • Guide - This tab will provide requirements and tips for each column in the template.
  • Blank Template - This tab will only contain the column headers for you to copy/paste your data into.

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*Click Here to Save A Copy Of This Template to your Google Drive