All Contacts
0
Starred
0
Recent
0
>
Team Stream
>
Status
Lead
0
Prospect
0
Customer
0
Inactive
0
Lost
0
>
Tags
No tags yet.
>
Lead source
>
Filters
Reset filters
Import deals from file
Select a pending-deals CSV, then review the matches. Contacts must already exist; no contacts will be created.
Only new pending deals are imported. No existing deals or contacts are overwritten. Notes become the deal description. All CSV columns are retained; commission, multi-month details and source margin are metadata, not new calculations or editor controls. Amount is imported as supplied, without multiplying by months.
Export contacts to CSV/excel file
Export deals to CSV/excel file
Import / Export history
Your transfers in this browser tab. History survives refresh, clears on logout or closing this tab, and is not shared across devices.
Select a contact
Click on any contact to view details
Admin / Users
CRM users
Open this page to load users.