Pipeline CRM
Upload leads from a CSV file to view and manage your sales pipeline.
Upload Leads from CSV
Select a CSV file to import your leads. The first row should contain headers. Fields containing commas should be enclosed in double quotes (e.g., "Smith, John").
Future Enhancements
This is an interactive first step! Future versions will include:
- Saving imported leads and their statuses to your account (requires user authentication and database integration).
- Editing lead information directly in the table.
- Defining and moving leads through customizable pipeline stages.
- Adding notes and tracking activities for each lead.
- Visual pipeline views (Kanban board).
- Filtering and sorting leads.