Sales Portal

Bulk Import & Export Clients in Sunhub Sales Portal | Manage Client Lists Instantly

Managing large client lists manually can slow down sales operations. With Sunhub’s Sales Portal, sales teams can now import and export client listings in bulk, making it easier to organize contacts, onboard new customers, and maintain accurate client data. In this tutorial, you’ll learn how to: • Export your client list using the portal template • Import client records in bulk • Upload client data using the correct format • Validate required fields automatically • Edit and update client information from the dashboard This feature helps sales teams save time, reduce manual work, and keep client records organized inside the Sales Portal.

8 September 2026

Related Videos