How do we put the client details into the Excel spreadsheet?

Organise client data in this order:

Open the pre-formatted Excel file. Delete the text in merged cell B1 and enter the law firm name.

Use the dropdown in D1 to select the country.

Use the dropdown in F1 to select the practice area.

Fill in client details in the same column order. Title, First name, Surname, Job title, Company, Industry/Sector, Country, email address.

then upload the spreadsheet via the Portal.