Paste Tips & How to Process

Paste Tips

  • Copy multiple rows from Excel / Google Sheets and paste into any cell
  • Paste tab-separated values to fill across columns
  • Paste line-separated values to fill down rows
  • The system will automatically add new rows if needed

How to Process Return Leads

  1. Enter data in the grid — date/time, phone, revenue, cost, notes
  2. Click "Submit Return Leads" to search for matching records
  3. Review the matching results that appear below
  4. Select checkboxes for records you want to return
  5. Click "Process Selected" to mark them as returned
  6. Original records are backed up, then revenue fields are zeroed out

Return Leads

Date/Time Phone Revenue Cost Internal Notes Vendor Notes Client Notes