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 Update Lead Status

  1. Enter data in the grid — date/time, phone, status fields, notes
  2. Click "Submit Lead Status Updates" to search for matching records
  3. Review the results that appear below
  4. Select checkboxes for records you want to update
  5. Click "Process Selected" to apply status changes
  6. Original records are backed up before being updated
Date/Time Phone Not Good Interested Set Appts Issued Appts Demo Sale Cancelled Internal Notes Vendor Notes Client Notes