Sales Leads —
| Date | Name | Contact | Location | Status | Remarks | Follow-up | Source | Organization | Assigned | Products / services | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Add lead
Import leads from CSV
Columns (any order): Name (required), Date, Contact, Location, Email, Remarks,
and the stage columns (Interested, Not interested, Demo scheduled, Demo done,
Follow up, Quotation sent). Export each sheet tab to CSV and import it with the matching
source. Existing leads (same org + contact) are updated, not duplicated.
Drop a CSV here, or click to choose
Products / services
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