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