Drop CSV here or click to browse
Template: first_name, last_name, purpose, channel, phone, email, suburb, role, lead_source, do_not_contact, consent_note, deal_value, commission_made, notes
Template: first_name, last_name, purpose, channel, phone, email, suburb, role, lead_source, do_not_contact, consent_note, deal_value, commission_made, notes
Column mapping (mock)
| CSV column | Maps to | Sample |
|---|---|---|
| first_name | First name | Sipho |
| last_name | Last name | Nkosi |
| purpose | Purpose | sales |
| channel | Channel | call |
| lead_source | Lead source | portal |
| do_not_contact | Do not contact | false |
Preview (mock)
2 ready as Not contacted · 1 invalid · 1 duplicate phone (skipped)
| Row | Name | Purpose | Channel | Source | Phone | Status |
|---|---|---|---|---|---|---|
| 2 | Sipho Nkosi | sales | call | portal | 082 111 2233 | Ready · Not contacted |
| 3 | Anne de Wet | rental | referral | 083 444 5566 | Duplicate phone | |
| 4 | — | sales | — | — | Invalid channel | |
| 5 | Carla Adams | sales | call | walk_in | 084 999 0011 | Ready · Not contacted |